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
4876
$143K ﹤0.01%
960
4877
$143K ﹤0.01%
2,643
+319
4878
$142K ﹤0.01%
13,552
-10,045
4879
$142K ﹤0.01%
315
-6,748
4880
$142K ﹤0.01%
20,133
-114,121
4881
$142K ﹤0.01%
30,276
-48,072
4882
$141K ﹤0.01%
11,443
-23,666
4883
$141K ﹤0.01%
6,406
+1,918
4884
$141K ﹤0.01%
900
4885
$141K ﹤0.01%
1,962
-6,182
4886
$140K ﹤0.01%
10,962
-8,332
4887
$140K ﹤0.01%
117,200
-157,778
4888
$139K ﹤0.01%
1,424
-7,190
4889
$138K ﹤0.01%
8,487
-238
4890
$138K ﹤0.01%
17,355
-625
4891
$138K ﹤0.01%
10,342
+4,054
4892
$138K ﹤0.01%
11,270
-9,729
4893
$138K ﹤0.01%
245,742
-1,925,407
4894
$137K ﹤0.01%
+7,960
4895
$137K ﹤0.01%
140,547
-39,088
4896
$137K ﹤0.01%
5,251
-241,850
4897
$136K ﹤0.01%
46,712
-15,624
4898
$136K ﹤0.01%
1,639,890
-283,037
4899
$136K ﹤0.01%
20,418
-85,175
4900
$136K ﹤0.01%
13,300
194 195
196
197 198