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
501
$93.7M 0.03%
716,252
+11,629
502
$93.7M 0.03%
6,327,227
-8,964
503
$93.3M 0.03%
1,202,104
-114,126
504
$92.8M 0.03%
528,135
-285,685
505
$92.7M 0.03%
2,893,139
+842,215
506
$92.2M 0.03%
6,649,318
-88,918
507
$92.1M 0.03%
2,750,596
+614,362
508
$92.1M 0.03%
4,644,865
+329,252
509
$91.6M 0.02%
8,496,927
+803,765
510
$91.4M 0.02%
2,471,869
-244,022
511
$91.3M 0.02%
918,853
-41,578
512
$90.4M 0.02%
851,485
+45,023
513
$89.9M 0.02%
3,708,478
+978,302
514
$89.9M 0.02%
1,490,433
+52,847
515
$89.6M 0.02%
2,517,372
-2,170,684
516
$89.3M 0.02%
4,872,165
-4,325,064
517
$89M 0.02%
1,450,317
+80,374
518
$88.9M 0.02%
1,761,164
-27,208
519
$88.7M 0.02%
6,334,466
+214,234
520
$88.7M 0.02%
13,120,115
+9,278,025
521
$88.5M 0.02%
2,745,458
-155,575
522
$88.5M 0.02%
536,366
-112,673
523
$88.5M 0.02%
2,481,594
-538,088
524
$88.3M 0.02%
2,469,356
+954,777
525
$88.2M 0.02%
1,852,614
+12,592
19 20
21
22 23