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
1451
$15.6M ﹤0.01%
16,000,000
-2,100
1452
$15.6M ﹤0.01%
498,140
+237,504
1453
$15.6M ﹤0.01%
1,336,941
-303,026
1454
$15.6M ﹤0.01%
988,070
+696,276
1455
$15.6M ﹤0.01%
1,016,152
+68,189
1456
$15.5M ﹤0.01%
+713,931
1457
$15.5M ﹤0.01%
1,038,340
+132,892
1458
$15.5M ﹤0.01%
400,231
+134,345
1459
$15.5M ﹤0.01%
646,808
+395,572
1460
$15.4M ﹤0.01%
1,000,495
+229,864
1461
$15.4M ﹤0.01%
152,991
+21,806
1462
$15.3M ﹤0.01%
319,579
-4,850
1463
$15.3M ﹤0.01%
433,732
+93,230
1464
$15.3M ﹤0.01%
160,606
+89,957
1465
$15.3M ﹤0.01%
307,455
+67,417
1466
$15.3M ﹤0.01%
548,168
+159,540
1467
$15.3M ﹤0.01%
930,092
-3,463,793
1468
$15.2M ﹤0.01%
1,297,578
+135,819
1469
$15.1M ﹤0.01%
763,822
-365,722
1470
$15.1M ﹤0.01%
459,994
-226,995
1471
$15.1M ﹤0.01%
403,939
-245,645
1472
$15.1M ﹤0.01%
529,646
+92,924
1473
$14.9M ﹤0.01%
4,219,422
+1,010,095
1474
$14.9M ﹤0.01%
325,889
+276,085
1475
$14.9M ﹤0.01%
272,858
-78,354
57 58
59
60 61