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
4901
$136K ﹤0.01%
60,174
+8,387
4902
$136K ﹤0.01%
6,147
-1,179
4903
$135K ﹤0.01%
25,887
-425,572
4904
$135K ﹤0.01%
8,814
-9,409
4905
$135K ﹤0.01%
4,853
-4,636
4906
$135K ﹤0.01%
32,431
-250,298
4907
$135K ﹤0.01%
79,204
-200,752
4908
$134K ﹤0.01%
4,811
-20,796
4909
$133K ﹤0.01%
6,726
-5,039
4910
$133K ﹤0.01%
45,204
+5,044
4911
$133K ﹤0.01%
63,323
-58,978
4912
$133K ﹤0.01%
30,204
-24,295
4913
$132K ﹤0.01%
28,149
+28,147
4914
$132K ﹤0.01%
4,072
-4,185
4915
$132K ﹤0.01%
9,818
-12,542
4916
$132K ﹤0.01%
2,512
-11,640
4917
$131K ﹤0.01%
91,507
-18,875
4918
$131K ﹤0.01%
16,679
-121,487
4919
$131K ﹤0.01%
13,357
-10,625
4920
$130K ﹤0.01%
17,461
+5,537
4921
$130K ﹤0.01%
5,062
-32,796
4922
$130K ﹤0.01%
24,199
-126,491
4923
$130K ﹤0.01%
638
-547
4924
$129K ﹤0.01%
13,188
+10,128
4925
$129K ﹤0.01%
5,406
-13,684
195 196
197
198 199