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
4751
$184K ﹤0.01%
5,976
-5,682
4752
$184K ﹤0.01%
9,156
-10,767
4753
$183K ﹤0.01%
63,333
-43,973
4754
$183K ﹤0.01%
11,053
+6,734
4755
$183K ﹤0.01%
12,192
-1,722
4756
$182K ﹤0.01%
522
4757
$182K ﹤0.01%
13,352
-10,813
4758
$182K ﹤0.01%
22,087
-38,834
4759
$182K ﹤0.01%
17,683
+208
4760
$181K ﹤0.01%
12,927
-1
4761
$180K ﹤0.01%
119,118
-39,323
4762
$179K ﹤0.01%
38,918
-9,490
4763
$178K ﹤0.01%
11,405
-18,632
4764
$178K ﹤0.01%
4,108
-3,312
4765
$178K ﹤0.01%
40,063
-48,416
4766
$177K ﹤0.01%
73,832
-31,175
4767
$177K ﹤0.01%
8,830
-13,521
4768
$176K ﹤0.01%
7,793
-1,976
4769
$176K ﹤0.01%
54,305
-242,318
4770
$176K ﹤0.01%
16,637
+8,371
4771
$176K ﹤0.01%
16,211
-8,986
4772
$175K ﹤0.01%
108,559
-67,513
4773
$175K ﹤0.01%
17,148
-9,454
4774
$175K ﹤0.01%
8,082
-4,445
4775
$175K ﹤0.01%
2,331
-409
189 190
191
192 193