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
1076
$27M 0.01%
2,442,414
-69,070
1077
$26.9M 0.01%
450,834
+53,547
1078
$26.9M 0.01%
1,078,216
+122,731
1079
$26.9M 0.01%
263,670
-85,435
1080
$26.8M 0.01%
1,666,288
-227,940
1081
$26.8M 0.01%
1,000,448
+138,380
1082
$26.7M 0.01%
1,950,545
+181,812
1083
$26.6M 0.01%
1,313,018
-618,195
1084
$26.6M 0.01%
28,680
+15,809
1085
$26.5M 0.01%
1,571,749
+163,970
1086
$26.5M 0.01%
1,214,430
+5,349
1087
$26.5M 0.01%
8,227,469
+1,418,238
1088
$26.5M 0.01%
368,091
-20,477
1089
$26.5M 0.01%
1,246,518
+428,368
1090
$26.4M 0.01%
456,071
+89,165
1091
$26.4M 0.01%
1,351,950
+69,930
1092
$26.4M 0.01%
2,144,081
+334,018
1093
$26.3M 0.01%
839,912
+60,498
1094
$26.3M 0.01%
1,099,537
+246,429
1095
$26.3M 0.01%
2,011,746
-9,175,220
1096
$26.2M 0.01%
218,511
-122,931
1097
$26.2M 0.01%
2,824,214
+233,708
1098
$26.1M 0.01%
6,551,275
-16,707,949
1099
$26M 0.01%
455,805
+17,096
1100
$26M 0.01%
2,000,607
+79,977
42 43
44
45 46