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
5601
$22K ﹤0.01%
7,973
-173,472
5602
$22K ﹤0.01%
1,172
-1,744
5603
$22K ﹤0.01%
2,169
-27,353
5604
$22K ﹤0.01%
4,069
5605
$22K ﹤0.01%
1,342
+355
5606
$21K ﹤0.01%
1,684
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5607
$21K ﹤0.01%
702
-11,966
5608
$21K ﹤0.01%
131
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5609
$21K ﹤0.01%
1,000
5610
$21K ﹤0.01%
330
5611
$21K ﹤0.01%
5,395
-246,731
5612
$21K ﹤0.01%
1,332
+767
5613
$21K ﹤0.01%
2,311
-9,210
5614
$21K ﹤0.01%
5,084
-30,665
5615
$21K ﹤0.01%
202
-1,113
5616
$21K ﹤0.01%
832
-13,609
5617
$21K ﹤0.01%
565
-6,211
5618
$21K ﹤0.01%
557
-12,891
5619
$21K ﹤0.01%
1,445
-13,450
5620
$21K ﹤0.01%
1,370
+100
5621
$21K ﹤0.01%
4,300
-58
5622
$21K ﹤0.01%
6,124
-10,553
5623
$21K ﹤0.01%
11,372
-3,094
5624
$21K ﹤0.01%
1,478
-53,606
5625
$21K ﹤0.01%
25,718
+5,718
223 224
225
226 227