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
1126
$24.6M 0.01%
390,807
-120,531
1127
$24.6M 0.01%
408,214
-1,300,297
1128
$24.6M 0.01%
4,370,394
-2,873,709
1129
$24.6M 0.01%
681,342
-40,566
1130
$24.5M 0.01%
334,397
-56,125
1131
$24.5M 0.01%
2,159,554
+540,084
1132
$24.5M 0.01%
406,996
+164,439
1133
$24.5M 0.01%
866,233
+790,500
1134
$24.4M 0.01%
693,481
-141,357
1135
$24.4M 0.01%
709,037
+132,488
1136
$24.4M 0.01%
694,185
+248,200
1137
$24.4M 0.01%
488,320
+10,295
1138
$24.3M 0.01%
604,192
-96,783
1139
$24.2M 0.01%
1,202,824
-1,611,934
1140
$24.1M 0.01%
1,023,124
+168,179
1141
$24.1M 0.01%
846,398
-556,686
1142
$24.1M 0.01%
342,333
-229,679
1143
$24.1M 0.01%
186,762
-36,977
1144
$24M 0.01%
2,123,207
+1,941,377
1145
$24M 0.01%
1,310,504
-32,188
1146
$24M 0.01%
1,890,078
+75,479
1147
$24M 0.01%
676,434
+19,630
1148
$24M 0.01%
240,325
-37,443
1149
$23.9M 0.01%
1,575,982
+842,734
1150
$23.9M 0.01%
3,414,159
+248,798
44 45
46
47 48