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
1276
$19.7M 0.01%
1,022,330
+113,046
1277
$19.7M 0.01%
257,978
+20,294
1278
$19.6M 0.01%
257,776
+35,389
1279
$19.6M 0.01%
2,575,291
+820,608
1280
$19.6M 0.01%
1,002,193
-200,063
1281
$19.5M 0.01%
227,844
+3,925
1282
$19.5M 0.01%
297,915
+52,106
1283
$19.5M 0.01%
2,664,977
+99,848
1284
$19.5M 0.01%
136,051
+12,174
1285
$19.5M 0.01%
60,928
-12,229
1286
$19.5M 0.01%
354,226
-446,742
1287
$19.5M 0.01%
812,710
+128,151
1288
$19.4M 0.01%
627,241
-326,526
1289
$19.4M 0.01%
1,272,771
-1,943,947
1290
$19.4M 0.01%
660,452
+306,517
1291
$19.4M 0.01%
270,226
-58,064
1292
$19.4M 0.01%
251,065
-81,768
1293
$19.3M 0.01%
1,537,182
-173,629
1294
$19.2M 0.01%
192,658
-21,378
1295
$19.2M 0.01%
151,926
+82,326
1296
$19.2M 0.01%
252,460
+108,703
1297
$19.2M 0.01%
1,152,293
-1,498,196
1298
$19.1M 0.01%
411,381
+33,685
1299
$19.1M 0.01%
1,444,492
-146,577
1300
$19M 0.01%
349,745
-172,175
50 51
52
53 54