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
1301
$19M 0.01%
2,414,023
-494,757
1302
$19M 0.01%
186,405
+134,610
1303
$19M 0.01%
641,186
-724,313
1304
$18.9M 0.01%
4,591,855
-561,975
1305
$18.9M 0.01%
4,784,989
-798,707
1306
$18.9M 0.01%
1,679,885
-88,503
1307
$18.9M 0.01%
2,473,067
-673,560
1308
$18.9M 0.01%
8,378,001
-6,625,444
1309
$18.8M 0.01%
134,381
-4,149
1310
$18.8M 0.01%
848,523
-198,878
1311
$18.8M 0.01%
9,297,325
+5,963,011
1312
$18.8M 0.01%
283,541
+21,219
1313
$18.7M 0.01%
254,658
-31,515
1314
$18.7M 0.01%
561,962
-176,700
1315
$18.7M 0.01%
435,025
-28,474
1316
$18.7M 0.01%
3,394,599
-762,964
1317
$18.7M 0.01%
430,914
+112,338
1318
$18.7M 0.01%
592,101
+131,171
1319
$18.6M 0.01%
494,076
-413,092
1320
$18.6M 0.01%
1,771,842
+656,605
1321
$18.6M 0.01%
281,573
-41,604
1322
$18.6M 0.01%
797,110
+57,768
1323
$18.6M 0.01%
639,750
+56,198
1324
$18.6M 0.01%
1,275,630
+40,285
1325
$18.6M 0.01%
713,212
-78,049
51 52
53
54 55