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
4551
$294K ﹤0.01%
51,056
-76,235
4552
$294K ﹤0.01%
36,402
-9,532
4553
$294K ﹤0.01%
29,456
-36,633
4554
$293K ﹤0.01%
218,498
+194,765
4555
$292K ﹤0.01%
8,431
-2,625
4556
$292K ﹤0.01%
27,236
-666
4557
$290K ﹤0.01%
8,534
-39,308
4558
$290K ﹤0.01%
11,867
4559
$289K ﹤0.01%
36,272
-3,584
4560
$289K ﹤0.01%
11,069
+1,226
4561
$288K ﹤0.01%
18,157
+10,356
4562
$287K ﹤0.01%
27,344
-7,402
4563
$287K ﹤0.01%
49,044
-44,186
4564
$287K ﹤0.01%
26,894
-22,510
4565
$286K ﹤0.01%
5,675
4566
$286K ﹤0.01%
10,387
-28,264
4567
$286K ﹤0.01%
16,020
-16,139
4568
$285K ﹤0.01%
+618
4569
$284K ﹤0.01%
14,857
-15,619
4570
$284K ﹤0.01%
85,623
-16,961
4571
$284K ﹤0.01%
12,000
4572
$284K ﹤0.01%
21,428
-11,408
4573
$284K ﹤0.01%
21,919
+2,025
4574
$282K ﹤0.01%
36,917
-14,776
4575
$281K ﹤0.01%
69,312
-45,540
181 182
183
184 185