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
1576
$13M ﹤0.01%
1,198,627
+190,267
1577
$13M ﹤0.01%
715,107
+481,573
1578
$13M ﹤0.01%
356,280
+107,976
1579
$12.9M ﹤0.01%
713,243
+300,350
1580
$12.8M ﹤0.01%
449,262
-44,361
1581
$12.8M ﹤0.01%
387,697
+64,646
1582
$12.7M ﹤0.01%
570,199
-111,306
1583
$12.7M ﹤0.01%
274,466
-56,895
1584
$12.7M ﹤0.01%
645,561
+95,469
1585
$12.7M ﹤0.01%
5,254,728
+344,716
1586
$12.7M ﹤0.01%
262,446
+104,213
1587
$12.7M ﹤0.01%
219,935
+46,390
1588
$12.7M ﹤0.01%
547,670
-57,186
1589
$12.6M ﹤0.01%
392,849
-179,959
1590
$12.6M ﹤0.01%
99,861
-6,845
1591
$12.6M ﹤0.01%
556,806
+199,574
1592
$12.6M ﹤0.01%
696,473
-289,599
1593
$12.6M ﹤0.01%
443,075
+300,146
1594
$12.6M ﹤0.01%
520,831
+25,081
1595
$12.6M ﹤0.01%
1,712,549
+196,655
1596
$12.5M ﹤0.01%
328,512
-5,807
1597
$12.5M ﹤0.01%
150,588
+5,912
1598
$12.5M ﹤0.01%
587,648
-15,066
1599
$12.5M ﹤0.01%
1,305,092
-46,309
1600
$12.5M ﹤0.01%
366,139
-60,480
62 63
64
65 66