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
1476
$14.9M ﹤0.01%
731,806
-32,056
1477
$14.9M ﹤0.01%
3,175,599
+671,509
1478
$14.9M ﹤0.01%
456
+22
1479
$14.8M ﹤0.01%
1,994,724
-58,181
1480
$14.8M ﹤0.01%
700,726
-900,822
1481
$14.8M ﹤0.01%
145,810
-47,375
1482
$14.7M ﹤0.01%
1,193,719
+174,453
1483
$14.7M ﹤0.01%
215,588
-96,240
1484
$14.7M ﹤0.01%
175,936
-61,952
1485
$14.7M ﹤0.01%
286,365
-58,583
1486
$14.7M ﹤0.01%
599,785
+51,571
1487
$14.7M ﹤0.01%
1,018,692
+466,231
1488
$14.7M ﹤0.01%
592,340
+46,820
1489
$14.6M ﹤0.01%
211,682
-258,224
1490
$14.6M ﹤0.01%
399,444
+146,344
1491
$14.6M ﹤0.01%
1,656,698
+813,716
1492
$14.6M ﹤0.01%
2,702,237
+1,861,171
1493
$14.6M ﹤0.01%
943,060
-1,750,677
1494
$14.5M ﹤0.01%
426,580
+40,786
1495
$14.5M ﹤0.01%
2,768,411
+641,087
1496
$14.5M ﹤0.01%
688,068
+121,946
1497
$14.5M ﹤0.01%
526,215
-115,484
1498
$14.4M ﹤0.01%
856,812
+7,527
1499
$14.4M ﹤0.01%
1,782,043
+84,992
1500
$14.4M ﹤0.01%
889,452
+95,507
58 59
60
61 62