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
4601
$268K ﹤0.01%
22,771
-145,606
4602
$268K ﹤0.01%
687
-863
4603
$268K ﹤0.01%
7,769
-7,731
4604
$267K ﹤0.01%
15,218
+185
4605
$267K ﹤0.01%
46,477
+45,324
4606
$267K ﹤0.01%
44,593
+3,830
4607
$266K ﹤0.01%
108,635
-1,988,030
4608
$266K ﹤0.01%
64,903
-44,746
4609
$264K ﹤0.01%
3,554
-12,087
4610
$264K ﹤0.01%
30,748
-82,571
4611
$263K ﹤0.01%
2,334
-4,508
4612
$263K ﹤0.01%
23,545
-57,722
4613
$262K ﹤0.01%
14,223
-18,573
4614
$260K ﹤0.01%
63,104
+56,811
4615
$260K ﹤0.01%
21,201
+6,502
4616
$259K ﹤0.01%
26,508
-8,793
4617
$259K ﹤0.01%
31,400
-15,684
4618
$259K ﹤0.01%
147,860
-121,325
4619
$258K ﹤0.01%
24,042
+6,418
4620
$257K ﹤0.01%
12,146
+803
4621
$257K ﹤0.01%
1,776
+1,543
4622
$257K ﹤0.01%
18,051
+1,034
4623
$256K ﹤0.01%
8,396
-2,591
4624
$256K ﹤0.01%
57,746
+19,972
4625
$255K ﹤0.01%
18,739
-3,320
183 184
185
186 187