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
5376
$41K ﹤0.01%
13,949
-4,500
5377
$41K ﹤0.01%
5,617
5378
$41K ﹤0.01%
135
-508
5379
$41K ﹤0.01%
1,896
-6,994
5380
$41K ﹤0.01%
33,213
-65,596
5381
$41K ﹤0.01%
2,226
-177,908
5382
$40K ﹤0.01%
15,940
+5,500
5383
$40K ﹤0.01%
1,026
-4,603
5384
$40K ﹤0.01%
838
-4,564
5385
$40K ﹤0.01%
347
+76
5386
$40K ﹤0.01%
234
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5387
$40K ﹤0.01%
3,203
-7,710
5388
$40K ﹤0.01%
20,546
-1
5389
$39K ﹤0.01%
14,308
+90
5390
$39K ﹤0.01%
1,792
-2,770
5391
$39K ﹤0.01%
2,043
-24,204
5392
$39K ﹤0.01%
10,094
+3,505
5393
$39K ﹤0.01%
7,817
-346
5394
$38K ﹤0.01%
2,712
-539
5395
$38K ﹤0.01%
11,514
-7,983
5396
$38K ﹤0.01%
246
-157
5397
$38K ﹤0.01%
514
+345
5398
$37K ﹤0.01%
2,000
5399
$37K ﹤0.01%
697
+662
5400
$37K ﹤0.01%
+1,200
214 215
216
217 218