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
926
$34.6M 0.01%
139,087
+6,016
927
$34.5M 0.01%
873,257
+282,881
928
$34.5M 0.01%
1,143,254
-210,506
929
$34.4M 0.01%
3,883,259
+1,800,745
930
$34.4M 0.01%
737,846
-170,651
931
$34.4M 0.01%
4,328,689
+666,978
932
$34.4M 0.01%
2,825,946
-188,509
933
$34.3M 0.01%
1,985,281
-395,304
934
$34.3M 0.01%
3,666,327
+1,359,007
935
$34.2M 0.01%
366,688
-6,321
936
$34.2M 0.01%
1,517,902
-277,415
937
$34.2M 0.01%
596,771
+55,236
938
$34M 0.01%
980,381
+326,320
939
$34M 0.01%
5,381,111
+2,607,633
940
$33.9M 0.01%
728,195
+128,609
941
$33.9M 0.01%
1,363,755
-1,449
942
$33.8M 0.01%
235,258
-229,196
943
$33.8M 0.01%
1,580,349
-367,341
944
$33.8M 0.01%
3,625,305
+2,357,523
945
$33.7M 0.01%
1,281,616
+497,105
946
$33.7M 0.01%
26,440
+5,915
947
$33.7M 0.01%
1,499,543
-337,491
948
$33.7M 0.01%
3,723,606
+896,868
949
$33.6M 0.01%
1,047,173
+212,184
950
$33.6M 0.01%
503,440
+102,912
36 37
38
39 40