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
1001
$30.3M 0.01%
982,146
-302,657
1002
$30.3M 0.01%
890,307
+45,969
1003
$30.2M 0.01%
513,870
-142,120
1004
$30.2M 0.01%
873,100
+14,816
1005
$30.1M 0.01%
529,265
-22,512
1006
$30.1M 0.01%
673,944
-121,438
1007
$30M 0.01%
25,845
+843
1008
$30M 0.01%
1,044,374
-2,725,750
1009
$30M 0.01%
883,982
-1,642,388
1010
$29.9M 0.01%
1,115,613
-38,693
1011
$29.9M 0.01%
830,966
-6,089
1012
$29.9M 0.01%
2,451,724
+49,612
1013
$29.9M 0.01%
1,922,699
-625,358
1014
$29.8M 0.01%
1,316,071
+133,951
1015
$29.7M 0.01%
1,243,244
-337,975
1016
$29.7M 0.01%
960,437
+66,730
1017
$29.6M 0.01%
1,565,981
+98,676
1018
$29.6M 0.01%
934,695
-109,539
1019
$29.5M 0.01%
3,040,860
+2,681,942
1020
$29.5M 0.01%
393,119
-107,434
1021
$29.5M 0.01%
138,493
+21,179
1022
$29.5M 0.01%
961,686
+56,232
1023
$29.4M 0.01%
1,352,417
-156,149
1024
$29.4M 0.01%
2,123,919
-1,122,357
1025
$29.4M 0.01%
1,305,456
+416,707
39 40
41
42 43