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
5101
$83K ﹤0.01%
9,822
5102
$83K ﹤0.01%
117,221
-2,333
5103
$83K ﹤0.01%
20,109
+19,223
5104
$82K ﹤0.01%
6,247
-16,235
5105
$82K ﹤0.01%
6,230
-11,264
5106
$82K ﹤0.01%
3,445
-12,551
5107
$81K ﹤0.01%
8,511
-9,427
5108
$81K ﹤0.01%
11,761
-59,901
5109
$81K ﹤0.01%
2,500
-2,478
5110
$81K ﹤0.01%
139
-292
5111
$81K ﹤0.01%
1,716
-16,470
5112
$81K ﹤0.01%
4,850
+103
5113
$81K ﹤0.01%
18,942
-44,318
5114
$80K ﹤0.01%
9,966
-62,872
5115
$80K ﹤0.01%
10,886
+59
5116
$80K ﹤0.01%
4,933
-15,793
5117
$80K ﹤0.01%
3,742
-13,052
5118
$80K ﹤0.01%
3,700
-2,712
5119
$80K ﹤0.01%
2,550
-34,401
5120
$79K ﹤0.01%
26,764
-14,709
5121
$79K ﹤0.01%
5,235
-15,925
5122
$79K ﹤0.01%
7,228
-10,392
5123
$79K ﹤0.01%
3,946
-7,649
5124
$79K ﹤0.01%
7,857
-5,619
5125
$79K ﹤0.01%
12,851
203 204
205
206 207