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
5401
$37K ﹤0.01%
3,441
-16,232
5402
$37K ﹤0.01%
2,611
-4,737
5403
$37K ﹤0.01%
1,653
-1
5404
$37K ﹤0.01%
11,257
-152,303
5405
$37K ﹤0.01%
11,525
-51,377
5406
$37K ﹤0.01%
1,495
-58
5407
$37K ﹤0.01%
15,964
-406,436
5408
$37K ﹤0.01%
1,396
-1,818
5409
$36K ﹤0.01%
13,914
-19,863
5410
$36K ﹤0.01%
4,380
+3,095
5411
$36K ﹤0.01%
1,778
-24,226
5412
$36K ﹤0.01%
76,700
+5,800
5413
$36K ﹤0.01%
6,690
-20,256
5414
$36K ﹤0.01%
1,690
-14,287
5415
$36K ﹤0.01%
160
+47
5416
$35K ﹤0.01%
+1,410
5417
$35K ﹤0.01%
+1,700
5418
$35K ﹤0.01%
2,746
-13,505
5419
$35K ﹤0.01%
2,570
-13,540
5420
$35K ﹤0.01%
2,887
-42,864
5421
$35K ﹤0.01%
9,460
-30,259
5422
$35K ﹤0.01%
+388,145
5423
$34K ﹤0.01%
1,522
+1,122
5424
$34K ﹤0.01%
2,251
-15,156
5425
$34K ﹤0.01%
5,536
-13
215 216
217
218 219