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
1151
$23.9M 0.01%
240,142
-474,558
1152
$23.9M 0.01%
5,265,435
-140,882
1153
$23.8M 0.01%
939,258
+808,466
1154
$23.8M 0.01%
311,763
-172,460
1155
$23.8M 0.01%
319,496
-76,070
1156
$23.8M 0.01%
1,261,948
-164,447
1157
$23.8M 0.01%
292,338
+81,895
1158
$23.8M 0.01%
270,545
-286,520
1159
$23.7M 0.01%
1,415,340
+297,319
1160
$23.7M 0.01%
121,181
+49,053
1161
$23.7M 0.01%
2,013,370
+97,987
1162
$23.6M 0.01%
12,438,565
+10,303,670
1163
$23.6M 0.01%
1,806,116
+15,954
1164
$23.6M 0.01%
654,689
-3,107,367
1165
$23.6M 0.01%
288,287
+196,776
1166
$23.6M 0.01%
2,407,070
+175,498
1167
$23.5M 0.01%
6,482,978
-1,599,037
1168
$23.5M 0.01%
824,854
+328,577
1169
$23.4M 0.01%
1,131,211
+535,967
1170
$23.4M 0.01%
332,355
+103,867
1171
$23.2M 0.01%
875,642
-81,496
1172
$23.2M 0.01%
283,308
-99,653
1173
$23.2M 0.01%
1,507,696
+68,712
1174
$23.2M 0.01%
933,729
+459,845
1175
$23.2M 0.01%
813,218
-191,168
45 46
47
48 49