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
1551
$13.4M ﹤0.01%
92,432
-146,127
1552
$13.4M ﹤0.01%
144,891
+64,216
1553
$13.4M ﹤0.01%
235,935
-44,834
1554
$13.3M ﹤0.01%
842,893
-443,534
1555
$13.3M ﹤0.01%
368,732
-6,565
1556
$13.3M ﹤0.01%
2,993,284
-204,052
1557
$13.3M ﹤0.01%
62,620
-25,498
1558
$13.3M ﹤0.01%
1,379,632
+1,323,238
1559
$13.2M ﹤0.01%
316,000
-153,454
1560
$13.2M ﹤0.01%
161,179
-72,335
1561
$13.2M ﹤0.01%
482,440
+27,378
1562
$13.2M ﹤0.01%
318,556
-51,341
1563
$13.1M ﹤0.01%
1,626,597
+608,317
1564
$13.1M ﹤0.01%
82,942
-264,009
1565
$13.1M ﹤0.01%
5,718,406
-272,460
1566
$13.1M ﹤0.01%
1,730,354
-131,419
1567
$13.1M ﹤0.01%
1,751,258
-4,414
1568
$13.1M ﹤0.01%
146,219
-20,386
1569
$13M ﹤0.01%
279,546
+191,691
1570
$13M ﹤0.01%
2,489,113
-190,667
1571
$13M ﹤0.01%
427,466
+67,965
1572
$13M ﹤0.01%
2,750,659
+1,592,376
1573
$13M ﹤0.01%
197,899
-25,463
1574
$13M ﹤0.01%
494,670
+275,872
1575
$13M ﹤0.01%
486,416
+18,170
61 62
63
64 65