Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$3.34B
2
+$2.05B
3
+$1.88B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71B
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.3B

Top Sells

1
+$712M
2
+$651M
3
+$568M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$454M
5
AAPL icon
Apple
AAPL
+$406M

Sector Composition

1 Technology 16.07%
2 Healthcare 10.42%
3 Financials 7.81%
4 Consumer Discretionary 7.33%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4526
$302K ﹤0.01%
21,517
-16,454
4527
$301K ﹤0.01%
77,669
-55,684
4528
$301K ﹤0.01%
32,675
-11,741
4529
$301K ﹤0.01%
10,196
-240
4530
$300K ﹤0.01%
42,485
-5,388
4531
$300K ﹤0.01%
40,502
-4,371
4532
$300K ﹤0.01%
13,604
+12,854
4533
$299K ﹤0.01%
2,205
-715
4534
$298K ﹤0.01%
12,906
-3,698
4535
$298K ﹤0.01%
375,987
-1,215
4536
$297K ﹤0.01%
22,202
-15,225
4537
$297K ﹤0.01%
12,964
+170
4538
$297K ﹤0.01%
11,397
+3,612
4539
$297K ﹤0.01%
64,807
-6,812
4540
$297K ﹤0.01%
38,923
-9,369
4541
$296K ﹤0.01%
22,138
-15,218
4542
$296K ﹤0.01%
28,953
+14,748
4543
$296K ﹤0.01%
39,773
+1,915
4544
$296K ﹤0.01%
20,241
-1,670
4545
$295K ﹤0.01%
31,840
+1,786
4546
$295K ﹤0.01%
136,697
-129,050
4547
$295K ﹤0.01%
38,408
-1,493,573
4548
$295K ﹤0.01%
9,913
-33,744
4549
$295K ﹤0.01%
6,337
+102
4550
$295K ﹤0.01%
6,610
-107
180 181
182
183 184