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
1626
$12.2M ﹤0.01%
68,620
-8,122
1627
$12.2M ﹤0.01%
842,149
-628,724
1628
$12.1M ﹤0.01%
630,488
+244,408
1629
$12.1M ﹤0.01%
493,085
-101,598
1630
$12.1M ﹤0.01%
273,774
+37,393
1631
$12.1M ﹤0.01%
926,019
+163,699
1632
$12.1M ﹤0.01%
3,950,722
-12,077,288
1633
$12.1M ﹤0.01%
419,953
-375
1634
$12.1M ﹤0.01%
470,598
-102,508
1635
$12M ﹤0.01%
146,806
-82,369
1636
$12M ﹤0.01%
293,543
+71,482
1637
$11.9M ﹤0.01%
211,268
+4,611
1638
$11.9M ﹤0.01%
698,661
+394,074
1639
$11.9M ﹤0.01%
363,240
-123,296
1640
$11.9M ﹤0.01%
117,829
-71,812
1641
$11.9M ﹤0.01%
462,538
+9,427
1642
$11.8M ﹤0.01%
1,568,357
+253,908
1643
$11.8M ﹤0.01%
40,044
+13,053
1644
$11.8M ﹤0.01%
1,633,578
-2,135,286
1645
$11.8M ﹤0.01%
1,259,418
-693,425
1646
$11.7M ﹤0.01%
199,674
-130,336
1647
$11.7M ﹤0.01%
134,933
-54,676
1648
$11.7M ﹤0.01%
350,266
-205,360
1649
$11.6M ﹤0.01%
408,707
-188,446
1650
$11.6M ﹤0.01%
500,432
+51,897
64 65
66
67 68