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
5151
$74K ﹤0.01%
5,852
+2,780
5152
$73K ﹤0.01%
3,383
+2,732
5153
$73K ﹤0.01%
8,450
-105
5154
$72K ﹤0.01%
798
-7,971
5155
$72K ﹤0.01%
1,351
5156
$72K ﹤0.01%
1,176
-14,766
5157
$72K ﹤0.01%
7,390
-8,931
5158
$72K ﹤0.01%
+3,884
5159
$72K ﹤0.01%
2,938
-255
5160
$71K ﹤0.01%
31,470
-101,421
5161
$71K ﹤0.01%
9,672
+1,638
5162
$71K ﹤0.01%
4,105
-819
5163
$71K ﹤0.01%
9,624
+8,400
5164
$71K ﹤0.01%
17,950
5165
$71K ﹤0.01%
21,657
-59,496
5166
$70K ﹤0.01%
4,337
-62,825
5167
$70K ﹤0.01%
37,720
+8,702
5168
$70K ﹤0.01%
5,805
-626
5169
$70K ﹤0.01%
9,603
-19,377
5170
$70K ﹤0.01%
2,218
-10,044
5171
$70K ﹤0.01%
249
-1,782
5172
$70K ﹤0.01%
412
-8
5173
$69K ﹤0.01%
1,843
-1
5174
$69K ﹤0.01%
32,920
-5,708
5175
$69K ﹤0.01%
480
-1,972
205 206
207
208 209