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
1101
$25.9M 0.01%
269,068
+72,858
1102
$25.8M 0.01%
1,345,256
+1,008,371
1103
$25.8M 0.01%
4,942,823
-1,951,449
1104
$25.7M 0.01%
2,326,320
-130,889
1105
$25.7M 0.01%
2,859,028
-2,732,117
1106
$25.6M 0.01%
679,280
-277,184
1107
$25.6M 0.01%
461,479
+142,886
1108
$25.6M 0.01%
270,248
-1,694,739
1109
$25.6M 0.01%
527,298
-133,448
1110
$25.5M 0.01%
1,509,211
-145,055
1111
$25.5M 0.01%
507,481
+34,004
1112
$25.5M 0.01%
1,970,778
+160,438
1113
$25.5M 0.01%
1,279,772
-1,938,544
1114
$25.5M 0.01%
794,267
+12,267
1115
$25.4M 0.01%
839,877
-8,355
1116
$25.3M 0.01%
1,589,769
-100,815
1117
$25.3M 0.01%
1,230,753
+36,280
1118
$25.1M 0.01%
2,128,283
+417,247
1119
$25.1M 0.01%
6,785,409
-624,369
1120
$25M 0.01%
350,101
-4,156
1121
$25M 0.01%
341,863
-175,419
1122
$25M 0.01%
9,735
-100
1123
$24.9M 0.01%
773,860
+388,050
1124
$24.7M 0.01%
870,711
+16,306
1125
$24.7M 0.01%
3,335,579
-138,082
43 44
45
46 47