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
4801
$167K ﹤0.01%
11,597
+924
4802
$167K ﹤0.01%
94,930
-14,420
4803
$166K ﹤0.01%
22,123
-35,711
4804
$166K ﹤0.01%
4,132
-4,298
4805
$165K ﹤0.01%
20,401
-1,837
4806
$165K ﹤0.01%
101
+2
4807
$164K ﹤0.01%
228,270
-249,628
4808
$162K ﹤0.01%
19,305
-5,601
4809
$162K ﹤0.01%
147,777
-101,911
4810
$162K ﹤0.01%
3,306
-33,530
4811
$161K ﹤0.01%
16,902
-9,913
4812
$161K ﹤0.01%
13,089
-22,789
4813
$161K ﹤0.01%
6,145
-273
4814
$161K ﹤0.01%
10,105
-16,179
4815
$160K ﹤0.01%
46,019
+2,735
4816
$160K ﹤0.01%
17,225
-18,148
4817
$159K ﹤0.01%
34,494
-335,317
4818
$159K ﹤0.01%
+3,778
4819
$158K ﹤0.01%
12,716
-30,589
4820
$157K ﹤0.01%
6,696
+2,656
4821
$157K ﹤0.01%
61,114
-40,504
4822
$157K ﹤0.01%
14,970
-66,476
4823
$156K ﹤0.01%
64,922
-12,630
4824
$156K ﹤0.01%
9,462
+2,197
4825
$156K ﹤0.01%
8,680
-3,338
191 192
193
194 195