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
1401
$16.6M ﹤0.01%
394,539
+46,095
1402
$16.6M ﹤0.01%
162,195
-10,305
1403
$16.6M ﹤0.01%
1,072,425
-5,913,547
1404
$16.6M ﹤0.01%
750,813
-312,576
1405
$16.6M ﹤0.01%
114,864
+59,563
1406
$16.6M ﹤0.01%
805,831
+9,523
1407
$16.6M ﹤0.01%
301,789
-77,336
1408
$16.6M ﹤0.01%
5,341,699
+580,096
1409
$16.6M ﹤0.01%
709,813
-747,248
1410
$16.5M ﹤0.01%
201,346
+36,466
1411
$16.5M ﹤0.01%
778,405
+331,458
1412
$16.5M ﹤0.01%
1,875,449
-60,708
1413
$16.5M ﹤0.01%
221,024
-129,095
1414
$16.5M ﹤0.01%
1,188,245
+89,543
1415
$16.5M ﹤0.01%
445,803
+239,614
1416
$16.4M ﹤0.01%
539,956
-290,597
1417
$16.2M ﹤0.01%
1,289,103
+53,976
1418
$16.2M ﹤0.01%
156,719
+61,661
1419
$16.2M ﹤0.01%
146,399
-154,945
1420
$16.2M ﹤0.01%
394,107
-54,309
1421
$16.2M ﹤0.01%
1,131,246
-742,039
1422
$16.2M ﹤0.01%
194,135
+33,472
1423
$16.2M ﹤0.01%
2,318,690
+206,755
1424
$16.1M ﹤0.01%
2,187,802
-2,801,753
1425
$16.1M ﹤0.01%
528,913
-174,437
55 56
57
58 59