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
1201
$22.1M 0.01%
447,202
+232,366
1202
$22M 0.01%
452,505
-141,285
1203
$22M 0.01%
1,300,057
+82,594
1204
$22M 0.01%
206,976
+202,638
1205
$22M 0.01%
131,111
-53,255
1206
$22M 0.01%
475,010
-5,786
1207
$21.9M 0.01%
1,360,309
+121,103
1208
$21.9M 0.01%
5,198,454
+1,189,456
1209
$21.8M 0.01%
395,124
+271,570
1210
$21.7M 0.01%
486,582
+47,441
1211
$21.7M 0.01%
1,544,067
-72,167
1212
$21.7M 0.01%
423,126
+31,150
1213
$21.7M 0.01%
448,840
-89,097
1214
$21.6M 0.01%
855,751
+158,502
1215
$21.6M 0.01%
173,216
-164,489
1216
$21.6M 0.01%
2,950,211
+261,001
1217
$21.6M 0.01%
5,686,731
+1,398,490
1218
$21.5M 0.01%
236,007
+30,419
1219
$21.5M 0.01%
761,383
+17,738
1220
$21.5M 0.01%
767,488
-291,852
1221
$21.5M 0.01%
298,742
-98,074
1222
$21.5M 0.01%
861,476
+57,672
1223
$21.4M 0.01%
2,324,417
-56,991
1224
$21.4M 0.01%
320,914
-110,120
1225
$21.4M 0.01%
1,218,278
+224,392
47 48
49
50 51