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
4851
$151K ﹤0.01%
20,537
-7,728
4852
$150K ﹤0.01%
21,771
4853
$150K ﹤0.01%
39,079
4854
$150K ﹤0.01%
3,217
-5,288
4855
$149K ﹤0.01%
12,558
+180
4856
$149K ﹤0.01%
19,572
-39,200
4857
$147K ﹤0.01%
23,579
-1,808
4858
$147K ﹤0.01%
43,420
-105,940
4859
$147K ﹤0.01%
10,381
-32,531
4860
$147K ﹤0.01%
6,605
-13,593
4861
$147K ﹤0.01%
12,206
-89,841
4862
$147K ﹤0.01%
1,869
-2,315
4863
$147K ﹤0.01%
3,288
-35,390
4864
$146K ﹤0.01%
14,684
-54,397
4865
$146K ﹤0.01%
29,926
+3,063
4866
$146K ﹤0.01%
53,037
+51,482
4867
$146K ﹤0.01%
16,935
4868
$145K ﹤0.01%
15,720
+5,320
4869
$144K ﹤0.01%
15,661
-62,438
4870
$144K ﹤0.01%
14,594
-31,020
4871
$144K ﹤0.01%
16,927
-103,757
4872
$144K ﹤0.01%
186
-966
4873
$144K ﹤0.01%
23,756
-48,475
4874
$143K ﹤0.01%
14,073
-21,833
4875
$143K ﹤0.01%
61,387
+18,718
193 194
195
196 197