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
1226
$21.3M 0.01%
1,125,727
+725,384
1227
$21.3M 0.01%
213,268
-12,438
1228
$21.3M 0.01%
400,734
+184,680
1229
$21.3M 0.01%
4,816,023
+28,333
1230
$21.2M 0.01%
2,470,010
-256,311
1231
$21.2M 0.01%
5,200,840
+3,480,844
1232
$21.2M 0.01%
332,231
-208,156
1233
$21.1M 0.01%
418,460
-67,381
1234
$21.1M 0.01%
750,151
-37,952
1235
$21.1M 0.01%
645,616
-304,579
1236
$21.1M 0.01%
636,263
+594,560
1237
$21.1M 0.01%
1,651,448
+1,142,062
1238
$21M 0.01%
1,258,971
+393,627
1239
$21M 0.01%
276,851
-27,196
1240
$20.8M 0.01%
2,463,830
+22,546
1241
$20.7M 0.01%
1,232,359
-121,612
1242
$20.6M 0.01%
897,351
-168,713
1243
$20.6M 0.01%
547,052
-39,428
1244
$20.6M 0.01%
390,599
+49,204
1245
$20.6M 0.01%
200,540
-86,738
1246
$20.5M 0.01%
653,342
+373,401
1247
$20.5M 0.01%
1,142,109
+67,945
1248
$20.5M 0.01%
401,851
+149,473
1249
$20.5M 0.01%
1,094,428
-923,259
1250
$20.5M 0.01%
2,334,620
+1,296,829
48 49
50
51 52