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
5576
$23K ﹤0.01%
2,841
-3,322
5577
$23K ﹤0.01%
24,989
-33,268
5578
$23K ﹤0.01%
4,117
-15,028
5579
$23K ﹤0.01%
640
-1,486
5580
$23K ﹤0.01%
588
5581
$23K ﹤0.01%
13,453
+12,046
5582
$23K ﹤0.01%
21,083
5583
$23K ﹤0.01%
5,649
+455
5584
$23K ﹤0.01%
401
-66,050
5585
$23K ﹤0.01%
+213
5586
$23K ﹤0.01%
56
+55
5587
$23K ﹤0.01%
1,124
-377
5588
$23K ﹤0.01%
1,025
+500
5589
$23K ﹤0.01%
3,123
-136
5590
$23K ﹤0.01%
1,443
-13,608
5591
$23K ﹤0.01%
1,021
-143
5592
$22K ﹤0.01%
+894
5593
$22K ﹤0.01%
+1,000
5594
$22K ﹤0.01%
625
+295
5595
$22K ﹤0.01%
2,229
-175
5596
$22K ﹤0.01%
+3,300
5597
$22K ﹤0.01%
2,022
-8,557
5598
$22K ﹤0.01%
5
-21
5599
$22K ﹤0.01%
2,985
-7,216
5600
$22K ﹤0.01%
3,049
222 223
224
225 226