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
1676
$11.1M ﹤0.01%
234,283
-175,325
1677
$11.1M ﹤0.01%
976,714
+150,208
1678
$11M ﹤0.01%
767,148
+136,807
1679
$11M ﹤0.01%
896,221
-473,799
1680
$11M ﹤0.01%
878,248
+632,653
1681
$11M ﹤0.01%
380,632
-185,422
1682
$11M ﹤0.01%
105,538
-11,551
1683
$11M ﹤0.01%
869,309
-119,426
1684
$11M ﹤0.01%
1,088,976
-648,582
1685
$10.9M ﹤0.01%
110,007
+5,005
1686
$10.9M ﹤0.01%
1,390,559
-1,574,218
1687
$10.9M ﹤0.01%
367,595
-47,220
1688
$10.9M ﹤0.01%
462,591
-53,067
1689
$10.9M ﹤0.01%
3,577,671
-30,511,082
1690
$10.9M ﹤0.01%
400,597
-176,615
1691
$10.9M ﹤0.01%
393,113
+60,874
1692
$10.8M ﹤0.01%
799,918
-52,715
1693
$10.8M ﹤0.01%
447,992
+175,402
1694
$10.8M ﹤0.01%
305,343
+16,251
1695
$10.8M ﹤0.01%
2,503,335
+349,167
1696
$10.8M ﹤0.01%
229,228
-97,827
1697
$10.8M ﹤0.01%
308,476
-97,158
1698
$10.7M ﹤0.01%
292,429
+47,096
1699
$10.7M ﹤0.01%
1,217,952
-57,113
1700
$10.7M ﹤0.01%
185,597
-107,244
66 67
68
69 70