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
5176
$69K ﹤0.01%
2,336
+1,083
5177
$69K ﹤0.01%
6,274
-839
5178
$69K ﹤0.01%
134,788
+4,900
5179
$69K ﹤0.01%
10,313
-20,751
5180
$69K ﹤0.01%
18,964
-212,125
5181
$68K ﹤0.01%
2,488
5182
$68K ﹤0.01%
347
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5183
$68K ﹤0.01%
21,924
5184
$68K ﹤0.01%
477
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5185
$68K ﹤0.01%
4,089
-4,645
5186
$67K ﹤0.01%
4,500
+1,000
5187
$67K ﹤0.01%
1,512
+303
5188
$67K ﹤0.01%
28,820
-11,321
5189
$67K ﹤0.01%
5,736
-10,890
5190
$67K ﹤0.01%
4,236
-15,749
5191
$67K ﹤0.01%
3,799
-20,248
5192
$66K ﹤0.01%
3,141
5193
$66K ﹤0.01%
8,030
-227,630
5194
$66K ﹤0.01%
331
-1,962
5195
$65K ﹤0.01%
106
-199
5196
$65K ﹤0.01%
2,510
+584
5197
$64K ﹤0.01%
34,540
+125
5198
$64K ﹤0.01%
10,327
-20,478
5199
$64K ﹤0.01%
7,528
+343
5200
$64K ﹤0.01%
888
+304
206 207
208
209 210