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
5051
$94K ﹤0.01%
3,475
+2,845
5052
$94K ﹤0.01%
892
+146
5053
$94K ﹤0.01%
20,965
-48,631
5054
$93K ﹤0.01%
3,903
-19,945
5055
$92K ﹤0.01%
9,802
+3,433
5056
$92K ﹤0.01%
6,080
-286
5057
$92K ﹤0.01%
5,058
+1,250
5058
$92K ﹤0.01%
7,890
+3,217
5059
$92K ﹤0.01%
2,521
+1,470
5060
$91K ﹤0.01%
28,812
-60,323
5061
$91K ﹤0.01%
66,859
-29,810
5062
$91K ﹤0.01%
29,913
-71,546
5063
$91K ﹤0.01%
4,246
-1,690
5064
$91K ﹤0.01%
13,783
-58,000
5065
$90K ﹤0.01%
8,198
-37,976
5066
$90K ﹤0.01%
114,888
-12,895
5067
$90K ﹤0.01%
+3,533
5068
$89K ﹤0.01%
119
-3,802
5069
$89K ﹤0.01%
26,715
-101,636
5070
$89K ﹤0.01%
8,446
-17,132
5071
$89K ﹤0.01%
15,500
-4,754
5072
$88K ﹤0.01%
5,039
-25,341
5073
$88K ﹤0.01%
5,853
-8,292
5074
$88K ﹤0.01%
2,622
-22,438
5075
$88K ﹤0.01%
3,271
+2,182
201 202
203
204 205