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
1876
$8.88M ﹤0.01%
120,551
-102,603
1877
$8.88M ﹤0.01%
874,060
-391,349
1878
$8.88M ﹤0.01%
469,062
-147,528
1879
$8.88M ﹤0.01%
58,866
-55,077
1880
$8.88M ﹤0.01%
343,325
+207,344
1881
$8.86M ﹤0.01%
41,959
-17,700
1882
$8.85M ﹤0.01%
499,036
-31,831
1883
$8.85M ﹤0.01%
174,971
-971,281
1884
$8.85M ﹤0.01%
331,058
+24,193
1885
$8.83M ﹤0.01%
460,999
+16,301
1886
$8.82M ﹤0.01%
1,237,353
+675,234
1887
$8.82M ﹤0.01%
751,367
+445,973
1888
$8.81M ﹤0.01%
142,116
-153,139
1889
$8.79M ﹤0.01%
1,680,433
+722,405
1890
$8.79M ﹤0.01%
207,178
-44,874
1891
$8.78M ﹤0.01%
67,482
-44,405
1892
$8.75M ﹤0.01%
63,351
-86,803
1893
$8.72M ﹤0.01%
3,744,519
+2,706,554
1894
$8.72M ﹤0.01%
492,203
+256,598
1895
$8.7M ﹤0.01%
179,707
+1,137
1896
$8.7M ﹤0.01%
121,410
-146,276
1897
$8.69M ﹤0.01%
64,368
-57,572
1898
$8.61M ﹤0.01%
91,016
+29,076
1899
$8.57M ﹤0.01%
563,231
-496,930
1900
$8.57M ﹤0.01%
138,766
-70,133
74 75
76
77 78