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
4626
$254K ﹤0.01%
61,070
-3,696,125
4627
$254K ﹤0.01%
11,146
+950
4628
$253K ﹤0.01%
14,811
-78,672
4629
$253K ﹤0.01%
17,906
4630
$253K ﹤0.01%
35,114
-71,737
4631
$252K ﹤0.01%
26,627
-46,379
4632
$251K ﹤0.01%
16,469
-18,937
4633
$247K ﹤0.01%
20,410
+8,260
4634
$247K ﹤0.01%
123,054
-4,289
4635
$246K ﹤0.01%
5,204
-7,915
4636
$246K ﹤0.01%
1,332,408
-1,267,034
4637
$245K ﹤0.01%
27,290
-36,566
4638
$245K ﹤0.01%
18,358
+2,506
4639
$243K ﹤0.01%
8,305
-13,579
4640
$243K ﹤0.01%
34,318
-138,930
4641
$242K ﹤0.01%
56,027
-287,815
4642
$242K ﹤0.01%
20,823
-57,007
4643
$241K ﹤0.01%
18,537
+7,687
4644
$241K ﹤0.01%
11,328
+1,284
4645
$240K ﹤0.01%
+4
4646
$239K ﹤0.01%
6,521
+435
4647
$239K ﹤0.01%
31,752
-7,168
4648
$239K ﹤0.01%
13,937
-2,221
4649
$239K ﹤0.01%
1,494
+1,444
4650
$238K ﹤0.01%
66,173
-719,135
184 185
186
187 188