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
5426
$34K ﹤0.01%
2,028
-1,926
5427
$34K ﹤0.01%
1,154
-8,142
5428
$34K ﹤0.01%
449
5429
$34K ﹤0.01%
3,157
-30,188
5430
$34K ﹤0.01%
17,076
-281
5431
$34K ﹤0.01%
15,543
5432
$34K ﹤0.01%
1,687
+379
5433
$34K ﹤0.01%
1,707
-13,104
5434
$34K ﹤0.01%
410
-1,341
5435
$34K ﹤0.01%
1,491
5436
$34K ﹤0.01%
6,581
-25,368
5437
$34K ﹤0.01%
378
+210
5438
$34K ﹤0.01%
2,248
-11,963
5439
$34K ﹤0.01%
1,045
5440
$34K ﹤0.01%
12,275
-7,099
5441
$33K ﹤0.01%
3,744
-11,348
5442
$33K ﹤0.01%
5,026
-62,820
5443
$33K ﹤0.01%
19,503
-1,667
5444
$33K ﹤0.01%
+182
5445
$33K ﹤0.01%
4,052
-13,766
5446
$33K ﹤0.01%
1,644
5447
$33K ﹤0.01%
6,623
-8,286
5448
$33K ﹤0.01%
3,471
+152
5449
$33K ﹤0.01%
30,741
+8,587
5450
$33K ﹤0.01%
39,171
-29,686
216 217
218
219 220