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
5801
$11K ﹤0.01%
+65
5802
$11K ﹤0.01%
435
5803
$11K ﹤0.01%
3,395
-1,044
5804
$11K ﹤0.01%
36
+31
5805
$11K ﹤0.01%
1,396
-15,158
5806
$11K ﹤0.01%
20,890
-26,100
5807
$11K ﹤0.01%
3,529
+3,445
5808
$11K ﹤0.01%
6,848
-11,635
5809
$11K ﹤0.01%
500
5810
$11K ﹤0.01%
188
+34
5811
$11K ﹤0.01%
5,872
-55,647
5812
$11K ﹤0.01%
4,603
-11,997
5813
$11K ﹤0.01%
4,800
+2,000
5814
$11K ﹤0.01%
+1,332
5815
$11K ﹤0.01%
1,752
-37,620
5816
$11K ﹤0.01%
3
-9
5817
$11K ﹤0.01%
1,803
-13,132
5818
$11K ﹤0.01%
3,700
+1,000
5819
$10K ﹤0.01%
+1,396
5820
$10K ﹤0.01%
3,560
-5
5821
$10K ﹤0.01%
105
-1,519
5822
$10K ﹤0.01%
31
-255
5823
$10K ﹤0.01%
4,500
+4,000
5824
$10K ﹤0.01%
1,336
5825
$10K ﹤0.01%
670
-8,443
231 232
233
234 235