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
5451
$33K ﹤0.01%
4,242
-1,897
5452
$33K ﹤0.01%
3,066
-22,357
5453
$33K ﹤0.01%
50,953
+12,820
5454
$33K ﹤0.01%
2,432
-16,379
5455
$33K ﹤0.01%
374
-2,948
5456
$33K ﹤0.01%
730
5457
$33K ﹤0.01%
7,552
-605
5458
$33K ﹤0.01%
551
-4,586
5459
$32K ﹤0.01%
929
-8,676
5460
$32K ﹤0.01%
755
+145
5461
$32K ﹤0.01%
1,623
-4,924
5462
$32K ﹤0.01%
7,724
-73,364
5463
$32K ﹤0.01%
1,103
+307
5464
$32K ﹤0.01%
478
-17,464
5465
$32K ﹤0.01%
1,342
5466
$32K ﹤0.01%
3,226
-16,470
5467
$32K ﹤0.01%
18,333
-1,600
5468
$32K ﹤0.01%
+1,350
5469
$32K ﹤0.01%
12,695
+12,595
5470
$32K ﹤0.01%
6,863
-73,181
5471
$32K ﹤0.01%
+2,852
5472
$32K ﹤0.01%
542
-48
5473
$32K ﹤0.01%
2,299
-23,351
5474
$32K ﹤0.01%
3,211
-15,720
5475
$32K ﹤0.01%
1,878
-10,364
217 218
219
220 221