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
1826
$9.37M ﹤0.01%
544,014
-62,323
1827
$9.37M ﹤0.01%
2,214,425
+975,034
1828
$9.35M ﹤0.01%
315,736
-323,107
1829
$9.34M ﹤0.01%
828,099
-341,945
1830
$9.34M ﹤0.01%
2,837,709
-506,524
1831
$9.33M ﹤0.01%
780,676
+486,924
1832
$9.32M ﹤0.01%
285,703
+61,274
1833
$9.31M ﹤0.01%
166,918
+93,487
1834
$9.31M ﹤0.01%
1,292,867
+52,206
1835
$9.3M ﹤0.01%
288,452
-110,266
1836
$9.29M ﹤0.01%
157,458
-14,261
1837
$9.28M ﹤0.01%
676,198
+8,016
1838
$9.28M ﹤0.01%
512,802
-71,833
1839
$9.27M ﹤0.01%
284,308
-116,819
1840
$9.26M ﹤0.01%
740,892
+27,783
1841
$9.2M ﹤0.01%
232,553
+57,430
1842
$9.19M ﹤0.01%
3,382
+3,356
1843
$9.19M ﹤0.01%
552,596
+206,311
1844
$9.18M ﹤0.01%
1,366,193
+17,393
1845
$9.18M ﹤0.01%
444,259
+34,015
1846
$9.18M ﹤0.01%
296,448
+163,451
1847
$9.18M ﹤0.01%
1,229,930
-338,442
1848
$9.17M ﹤0.01%
760,049
+151,573
1849
$9.16M ﹤0.01%
1,755,839
-774,432
1850
$9.13M ﹤0.01%
+454,172