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
1776
$9.92M ﹤0.01%
612,649
-354,071
1777
$9.91M ﹤0.01%
783,550
+255,975
1778
$9.9M ﹤0.01%
637,905
-82,779
1779
$9.89M ﹤0.01%
673,805
+152,484
1780
$9.86M ﹤0.01%
335,328
+311,658
1781
$9.85M ﹤0.01%
32,005
-66,149
1782
$9.85M ﹤0.01%
1,390,868
+1,000,923
1783
$9.83M ﹤0.01%
68,250
-1,346
1784
$9.82M ﹤0.01%
345,528
+82,155
1785
$9.82M ﹤0.01%
163,340
-12,517
1786
$9.82M ﹤0.01%
212,467
1787
$9.81M ﹤0.01%
8,920,964
+1,767,603
1788
$9.81M ﹤0.01%
199,276
-50,155
1789
$9.8M ﹤0.01%
+515,845
1790
$9.79M ﹤0.01%
579,699
-413,029
1791
$9.79M ﹤0.01%
434,931
+3,394
1792
$9.79M ﹤0.01%
725,107
-106,512
1793
$9.77M ﹤0.01%
335,053
+37,497
1794
$9.77M ﹤0.01%
542,736
-44,339
1795
$9.73M ﹤0.01%
435,835
-52,570
1796
$9.72M ﹤0.01%
1,406,746
+602,091
1797
$9.72M ﹤0.01%
168,423
-163,016
1798
$9.72M ﹤0.01%
1,713,438
-81,994
1799
$9.69M ﹤0.01%
152,304
-16,916
1800
$9.68M ﹤0.01%
369,548
-306,664