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
1851
$9.13M ﹤0.01%
1,010,811
-1,262,119
1852
$9.12M ﹤0.01%
87,314
-70,449
1853
$9.12M ﹤0.01%
67,054
+9,243
1854
$9.12M ﹤0.01%
1,348,706
+838,560
1855
$9.11M ﹤0.01%
172,062
-29,067
1856
$9.07M ﹤0.01%
500,601
-858,420
1857
$9.07M ﹤0.01%
+208,120
1858
$9.07M ﹤0.01%
2,792,154
-86,554
1859
$9.07M ﹤0.01%
991,417
+605,247
1860
$9.07M ﹤0.01%
86,916
-57,629
1861
$9.07M ﹤0.01%
297,059
+191,471
1862
$9.06M ﹤0.01%
876,426
+507,141
1863
$9.04M ﹤0.01%
398,169
+41,479
1864
$9.04M ﹤0.01%
242,978
-258,214
1865
$9.03M ﹤0.01%
698,068
+536,775
1866
$9.02M ﹤0.01%
527,409
+253,312
1867
$9.01M ﹤0.01%
374,947
+254,323
1868
$9.01M ﹤0.01%
307,774
-53,866
1869
$8.98M ﹤0.01%
130,314
+33,366
1870
$8.96M ﹤0.01%
342,144
-123,858
1871
$8.93M ﹤0.01%
302,775
+35,743
1872
$8.92M ﹤0.01%
537,864
+219,643
1873
$8.92M ﹤0.01%
3,242,914
-15,260,520
1874
$8.91M ﹤0.01%
1,531,732
+160,912
1875
$8.9M ﹤0.01%
129,160
-37,160
73 74
75
76 77