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
701
$55.3M 0.02%
1,874,987
+51,279
702
$55M 0.01%
986,987
+362,689
703
$54.8M 0.01%
8,112,246
+1,867,895
704
$54.7M 0.01%
4,364,446
+1,253,397
705
$54.7M 0.01%
2,883,106
+2,134,966
706
$54.7M 0.01%
1,046,572
-15,214
707
$54.7M 0.01%
3,646,860
+1,261,998
708
$54.6M 0.01%
2,333,441
+1,423,272
709
$54.4M 0.01%
1,849,037
-1,505,858
710
$54.4M 0.01%
350,631
-24,457
711
$54.2M 0.01%
2,049,894
+1,670,771
712
$54.2M 0.01%
2,170,066
-215,850
713
$54.2M 0.01%
2,674,024
+214,616
714
$53.6M 0.01%
3,008,317
-104,232
715
$53M 0.01%
683,897
-1,398,479
716
$53M 0.01%
1,128,744
-535,911
717
$52.9M 0.01%
6,072,303
+1,110,960
718
$52.8M 0.01%
2,143,844
-131,399
719
$52.7M 0.01%
357,966
-309,917
720
$52.4M 0.01%
2,094,301
+339,478
721
$52.2M 0.01%
1,637,566
+1,514,668
722
$52.2M 0.01%
2,222,160
-837,113
723
$52M 0.01%
1,069,514
+59,038
724
$51.8M 0.01%
722,928
-199,725
725
$51.5M 0.01%
1,213,156
-176,059
27 28
29
30 31