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
1176
$23.1M 0.01%
191,027
+23,264
1177
$23.1M 0.01%
2,317,648
+175,032
1178
$23.1M 0.01%
455,371
+312,596
1179
$23M 0.01%
750,135
-420,120
1180
$23M 0.01%
621,850
+20,709
1181
$22.9M 0.01%
402,038
-56,162
1182
$22.9M 0.01%
+531,385
1183
$22.9M 0.01%
567,531
-62,074
1184
$22.8M 0.01%
2,774,050
-1,414,015
1185
$22.7M 0.01%
1,480,408
+872,014
1186
$22.7M 0.01%
824,177
-1,510,891
1187
$22.6M 0.01%
347,386
+152,763
1188
$22.5M 0.01%
3,915,928
+54,574
1189
$22.4M 0.01%
4,593,500
-1,020,944
1190
$22.4M 0.01%
379,527
-24,100
1191
$22.4M 0.01%
216,550
+24,818
1192
$22.4M 0.01%
551,993
-97,488
1193
$22.4M 0.01%
297,288
-25,570
1194
$22.4M 0.01%
172,817
-963,344
1195
$22.3M 0.01%
1,886,967
-1,260,021
1196
$22.2M 0.01%
702,187
+439,381
1197
$22.1M 0.01%
484,762
-57,750
1198
$22.1M 0.01%
2,432,191
-590,107
1199
$22.1M 0.01%
2,120,120
-22,731
1200
$22.1M 0.01%
737,325
+21,460
46 47
48
49 50