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
5901
$8K ﹤0.01%
1,085
-1,536
5902
$8K ﹤0.01%
461
-147
5903
$8K ﹤0.01%
3,820
-24,823
5904
$7K ﹤0.01%
4,200
5905
$7K ﹤0.01%
420
5906
$7K ﹤0.01%
+645
5907
$7K ﹤0.01%
+2,365
5908
$7K ﹤0.01%
1,110
-8,375
5909
$7K ﹤0.01%
30
5910
$7K ﹤0.01%
139
-1,520
5911
$7K ﹤0.01%
655
-14
5912
$7K ﹤0.01%
636
5913
$7K ﹤0.01%
847
-13,664
5914
$7K ﹤0.01%
+1
5915
$7K ﹤0.01%
826
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5916
$7K ﹤0.01%
348
5917
$7K ﹤0.01%
+23
5918
$7K ﹤0.01%
901
-14,724
5919
$7K ﹤0.01%
245
5920
$7K ﹤0.01%
2,550
-5,400
5921
$7K ﹤0.01%
4,038
+3,618
5922
$7K ﹤0.01%
+119
5923
$7K ﹤0.01%
1,726
-20,609
5924
$7K ﹤0.01%
199
-268
5925
$7K ﹤0.01%
2,300