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
1601
$12.5M ﹤0.01%
739,538
-651,425
1602
$12.5M ﹤0.01%
1,208,677
+110,851
1603
$12.4M ﹤0.01%
2,172,631
+2,004,994
1604
$12.4M ﹤0.01%
366,005
-158,782
1605
$12.4M ﹤0.01%
201,855
-61,967
1606
$12.4M ﹤0.01%
892,665
+65,808
1607
$12.4M ﹤0.01%
414,749
+26,435
1608
$12.4M ﹤0.01%
1,331,699
+260,931
1609
$12.4M ﹤0.01%
770,279
-45,212
1610
$12.4M ﹤0.01%
225,611
+148,849
1611
$12.4M ﹤0.01%
151,267
-81,970
1612
$12.4M ﹤0.01%
191,671
+36,975
1613
$12.4M ﹤0.01%
460,375
+292,715
1614
$12.4M ﹤0.01%
875,475
-574,185
1615
$12.3M ﹤0.01%
1,207,842
-711,876
1616
$12.3M ﹤0.01%
146,396
-145,851
1617
$12.3M ﹤0.01%
238,432
+18,603
1618
$12.3M ﹤0.01%
549,482
+131,196
1619
$12.3M ﹤0.01%
1,596,636
-110,765
1620
$12.3M ﹤0.01%
1,109,659
-24,965
1621
$12.3M ﹤0.01%
1,077,716
-1,948,870
1622
$12.2M ﹤0.01%
1,110,859
-366,123
1623
$12.2M ﹤0.01%
45,451
+6,945
1624
$12.2M ﹤0.01%
2,043,109
+153,264
1625
$12.2M ﹤0.01%
611,781
+142,279
63 64
65
66 67