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
4926
$128K ﹤0.01%
9,054
-76,271
4927
$128K ﹤0.01%
15,531
-8,696
4928
$128K ﹤0.01%
8,600
+21
4929
$127K ﹤0.01%
6,607
4930
$127K ﹤0.01%
9,070
-38,143
4931
$127K ﹤0.01%
83,768
-71,932
4932
$126K ﹤0.01%
11,525
+1,162
4933
$126K ﹤0.01%
17,329
-247,769
4934
$126K ﹤0.01%
81,377
-165,764
4935
$126K ﹤0.01%
2,799
-18
4936
$125K ﹤0.01%
4,221
-10,790
4937
$125K ﹤0.01%
5,607
+210
4938
$125K ﹤0.01%
15,695
+5,329
4939
$125K ﹤0.01%
10,180
-18,322
4940
$124K ﹤0.01%
14,650
-15,626
4941
$124K ﹤0.01%
538
-34,006
4942
$123K ﹤0.01%
103,353
-726,899
4943
$123K ﹤0.01%
1,744
+1,327
4944
$123K ﹤0.01%
1,316
-4,293
4945
$122K ﹤0.01%
9,099
-21,591
4946
$122K ﹤0.01%
16,581
-14,041
4947
$122K ﹤0.01%
1,231
-639
4948
$121K ﹤0.01%
22,757
+217
4949
$121K ﹤0.01%
3,498
+2,807
4950
$121K ﹤0.01%
36,796
-2,994
196 197
198
199 200