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
1701
$10.7M ﹤0.01%
765,512
-984,290
1702
$10.7M ﹤0.01%
1,999,607
-40,846
1703
$10.7M ﹤0.01%
576,488
+52,376
1704
$10.7M ﹤0.01%
5,657,671
-715,986
1705
$10.7M ﹤0.01%
1,542,814
-616,880
1706
$10.6M ﹤0.01%
273,685
-1,074,602
1707
$10.6M ﹤0.01%
1,004,015
+217,237
1708
$10.6M ﹤0.01%
672,091
-272,177
1709
$10.6M ﹤0.01%
760,443
-279,047
1710
$10.6M ﹤0.01%
164,445
+1,769
1711
$10.6M ﹤0.01%
144,151
-65,913
1712
$10.6M ﹤0.01%
706,831
-33,262
1713
$10.6M ﹤0.01%
184,838
-16,472
1714
$10.5M ﹤0.01%
75,082
-57,600
1715
$10.5M ﹤0.01%
202,676
+100,831
1716
$10.5M ﹤0.01%
374,690
-330,394
1717
$10.5M ﹤0.01%
425,471
+66,716
1718
$10.4M ﹤0.01%
461,506
+112,605
1719
$10.4M ﹤0.01%
2,712,629
-150,696
1720
$10.4M ﹤0.01%
430,071
-719,494
1721
$10.4M ﹤0.01%
129,260
-134,479
1722
$10.4M ﹤0.01%
270,148
+79,497
1723
$10.4M ﹤0.01%
294,901
+156,627
1724
$10.4M ﹤0.01%
31,284
-42,145
1725
$10.4M ﹤0.01%
2,276,998
-370,256
67 68
69
70 71