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
5201
$64K ﹤0.01%
2,250
-7,044
5202
$63K ﹤0.01%
6,240
+2,291
5203
$63K ﹤0.01%
16,224
-36,627
5204
$63K ﹤0.01%
11,532
-80,373
5205
$63K ﹤0.01%
6,141
+2,504
5206
– –
0
5207
$63K ﹤0.01%
3,097
-15,596
5208
$63K ﹤0.01%
5,558
-13,200
5209
$63K ﹤0.01%
49,307
-263,540
5210
$62K ﹤0.01%
3,580
-29,095
5211
$62K ﹤0.01%
39,454
-35,171
5212
$62K ﹤0.01%
2,836
-1,814
5213
$62K ﹤0.01%
5,445
+1,383
5214
$62K ﹤0.01%
227,354
+170,943
5215
$62K ﹤0.01%
2,512
-30,737
5216
$62K ﹤0.01%
11,212
-1,934,751
5217
$61K ﹤0.01%
11,067
-31,586
5218
$61K ﹤0.01%
28,920
5219
$61K ﹤0.01%
2,644
-1,173
5220
$61K ﹤0.01%
5,857
-17,146
5221
$61K ﹤0.01%
2,840
+595
5222
$61K ﹤0.01%
11,767
-32,664
5223
$61K ﹤0.01%
554
-1,631
5224
$61K ﹤0.01%
3,350
-367
5225
$61K ﹤0.01%
2,000
-150
207 208
209
210 211