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
1251
$20.4M 0.01%
183,915
+40,357
1252
$20.4M 0.01%
982,152
+258,053
1253
$20.3M 0.01%
428,676
+205,404
1254
$20.3M 0.01%
1,044,488
-208,337
1255
$20.2M 0.01%
421,208
-1,847
1256
$20.2M 0.01%
767,244
-57,622
1257
$20.1M 0.01%
1,019,271
-210,036
1258
$20M 0.01%
355,329
-313,043
1259
$20M 0.01%
773,924
-30,153
1260
$20M 0.01%
151,513
-70,003
1261
$20M 0.01%
894,022
-217,686
1262
$19.9M 0.01%
730,450
-289,388
1263
$19.9M 0.01%
485,153
-28,771
1264
$19.9M 0.01%
429,230
+208,247
1265
$19.9M 0.01%
624,539
-667,591
1266
$19.9M 0.01%
1,877,489
-5,452
1267
$19.9M 0.01%
990,399
-9,261
1268
$19.8M 0.01%
785,206
-46,300
1269
$19.8M 0.01%
727,303
-166,028
1270
$19.8M 0.01%
1,283,093
+185,498
1271
$19.8M 0.01%
405,921
+52,224
1272
$19.8M 0.01%
1,240,200
-72,440
1273
$19.7M 0.01%
211,674
-116,494
1274
$19.7M 0.01%
193,102
-119,387
1275
$19.7M 0.01%
276,085
-7,156
49 50
51
52 53