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
4576
$281K ﹤0.01%
76,532
-74,743
4577
$281K ﹤0.01%
44,232
-17,516
4578
$281K ﹤0.01%
22,636
-300
4579
$281K ﹤0.01%
18,375
+1,087
4580
$279K ﹤0.01%
39,544
-198,638
4581
$278K ﹤0.01%
625
-1,505
4582
$278K ﹤0.01%
12,157
-12,804
4583
$278K ﹤0.01%
3,707
-4,785
4584
$277K ﹤0.01%
11,914
-41,459
4585
$277K ﹤0.01%
17,896
+15,987
4586
$276K ﹤0.01%
17,825
+17,040
4587
$276K ﹤0.01%
91
-1,099
4588
$276K ﹤0.01%
14,936
+5,564
4589
$274K ﹤0.01%
132,501
+82,707
4590
$274K ﹤0.01%
8,464
-1,306
4591
$273K ﹤0.01%
18,454
-2,887
4592
$273K ﹤0.01%
61,574
-42,687
4593
$272K ﹤0.01%
21,612
-13,882
4594
$272K ﹤0.01%
18,106
-2,155
4595
$271K ﹤0.01%
24,194
-57,184
4596
$271K ﹤0.01%
7,638
-87
4597
$270K ﹤0.01%
1,742
-6,831
4598
$270K ﹤0.01%
52,825
+3,700
4599
$269K ﹤0.01%
431
+85
4600
$269K ﹤0.01%
47,894
+11,795
182 183
184
185 186