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
5026
$100K ﹤0.01%
4,317
-7,134
5027
$100K ﹤0.01%
279
-359
5028
$100K ﹤0.01%
6,150
5029
$100K ﹤0.01%
5,733
+5,483
5030
$99K ﹤0.01%
361
-2,659
5031
$99K ﹤0.01%
+78,201
5032
$99K ﹤0.01%
2,102
5033
$99K ﹤0.01%
13,172
+6,212
5034
$99K ﹤0.01%
3,648
-9,762
5035
$99K ﹤0.01%
7,820
-6,045
5036
$99K ﹤0.01%
3,813
-766
5037
$99K ﹤0.01%
15,434
-83,461
5038
$99K ﹤0.01%
18,660
-5,396
5039
$99K ﹤0.01%
31,172
-31,368
5040
$98K ﹤0.01%
2,907
+562
5041
$98K ﹤0.01%
25,643
-420,982
5042
$97K ﹤0.01%
23,817
-46,503
5043
$97K ﹤0.01%
2,191
-420
5044
$96K ﹤0.01%
2,231
-12,960
5045
$96K ﹤0.01%
34
-253
5046
$96K ﹤0.01%
11,304
5047
$95K ﹤0.01%
8,216
+333
5048
$95K ﹤0.01%
3,311
-1,441
5049
$94K ﹤0.01%
131,038
+113,595
5050
$94K ﹤0.01%
1,321
-16,105
200 201
202
203 204