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
1426
$16.1M ﹤0.01%
688,254
-20,542
1427
$16.1M ﹤0.01%
54,248
-20,869
1428
$16.1M ﹤0.01%
411,316
-196,103
1429
$16.1M ﹤0.01%
335,611
+37,133
1430
$16.1M ﹤0.01%
438,290
+407,400
1431
$16M ﹤0.01%
330,352
+2,530
1432
$16M ﹤0.01%
132,246
+27,310
1433
$16M ﹤0.01%
1,786,736
+1,051,919
1434
$16M ﹤0.01%
702,420
+512,787
1435
$16M ﹤0.01%
81,252
-7,857
1436
$16M ﹤0.01%
158,864
+17,302
1437
$15.9M ﹤0.01%
535,140
+421,170
1438
$15.9M ﹤0.01%
138,401
+81,425
1439
$15.9M ﹤0.01%
1,612,922
-483,053
1440
$15.8M ﹤0.01%
5,179,828
-2,530,780
1441
$15.8M ﹤0.01%
2,251,177
+33,543
1442
$15.8M ﹤0.01%
1,655,147
-330,470
1443
$15.8M ﹤0.01%
661,271
-1,327,313
1444
$15.8M ﹤0.01%
263,170
-161,070
1445
$15.8M ﹤0.01%
595,539
-69,954
1446
$15.7M ﹤0.01%
2,542,757
-3,231,783
1447
$15.7M ﹤0.01%
1,156,184
-423,774
1448
$15.7M ﹤0.01%
433,075
-23,329
1449
$15.6M ﹤0.01%
706,055
-211,142
1450
$15.6M ﹤0.01%
93,271
-138,944
56 57
58
59 60