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
5626
$21K ﹤0.01%
5,000
+4,174
5627
$21K ﹤0.01%
730
-6,516
5628
$20K ﹤0.01%
+865
5629
$20K ﹤0.01%
+850
5630
$20K ﹤0.01%
+865
5631
$20K ﹤0.01%
+879
5632
$20K ﹤0.01%
396
-3,956
5633
$20K ﹤0.01%
2,113
+842
5634
$20K ﹤0.01%
11
-4
5635
$20K ﹤0.01%
156
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5636
$20K ﹤0.01%
57
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5637
$20K ﹤0.01%
827
-3,693
5638
$20K ﹤0.01%
3,193
+304
5639
$20K ﹤0.01%
11,004
-100,104
5640
$20K ﹤0.01%
82,223
-673
5641
$20K ﹤0.01%
1,879
+1,026
5642
$20K ﹤0.01%
1,044
5643
$20K ﹤0.01%
529
5644
$19K ﹤0.01%
+933
5645
$19K ﹤0.01%
64
5646
$19K ﹤0.01%
+817
5647
$19K ﹤0.01%
4,660
-27,000
5648
$19K ﹤0.01%
1,398
-3,400
5649
$19K ﹤0.01%
6,436
-16,739
5650
$19K ﹤0.01%
7,708
-242,657
224 225
226
227 228