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
1751
$10.2M ﹤0.01%
973,068
+133,296
1752
$10.2M ﹤0.01%
381,999
+89,324
1753
$10.1M ﹤0.01%
1,300,925
+438,819
1754
$10.1M ﹤0.01%
129,928
+6,064
1755
$10.1M ﹤0.01%
398,480
-50,518
1756
$10.1M ﹤0.01%
177,580
-28,227
1757
$10.1M ﹤0.01%
86,943
-99,601
1758
$10.1M ﹤0.01%
182,521
+26,419
1759
$10.1M ﹤0.01%
811,132
+97,460
1760
$10.1M ﹤0.01%
280,612
+249,760
1761
$10.1M ﹤0.01%
394,472
-24,493
1762
$10.1M ﹤0.01%
122,886
-132,168
1763
$10.1M ﹤0.01%
883,015
+22,874
1764
$10.1M ﹤0.01%
344,144
+100,411
1765
$10M ﹤0.01%
345,420
-120,980
1766
$10M ﹤0.01%
388,531
+145,053
1767
$9.98M ﹤0.01%
729,359
+417,212
1768
$9.97M ﹤0.01%
2,293,376
+505,065
1769
$9.97M ﹤0.01%
446,153
+189,571
1770
$9.95M ﹤0.01%
1,974,948
-710,133
1771
$9.95M ﹤0.01%
681,861
+124,328
1772
$9.95M ﹤0.01%
2,094,206
-11,159,498
1773
$9.94M ﹤0.01%
836,256
-357,430
1774
$9.94M ﹤0.01%
521,550
+141,168
1775
$9.93M ﹤0.01%
142,285
+21,087
69 70
71
72 73