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
1926
$8.32M ﹤0.01%
680,029
+67,375
1927
$8.31M ﹤0.01%
1,959,737
+51,131
1928
$8.31M ﹤0.01%
2,245,041
-19,131
1929
$8.29M ﹤0.01%
173,444
+12,673
1930
$8.28M ﹤0.01%
516,617
-517,569
1931
$8.27M ﹤0.01%
316,237
-88,176
1932
$8.26M ﹤0.01%
1,103,542
+173,542
1933
$8.22M ﹤0.01%
3,199,769
-150,014
1934
$8.2M ﹤0.01%
206,457
-107,428
1935
$8.2M ﹤0.01%
340,659
-117,717
1936
$8.2M ﹤0.01%
45,038
-97,550
1937
$8.2M ﹤0.01%
654,789
-58,819
1938
$8.18M ﹤0.01%
82,600
-18,566
1939
$8.18M ﹤0.01%
1,543,113
-67,151
1940
$8.18M ﹤0.01%
407,759
+144,009
1941
$8.17M ﹤0.01%
207,103
+45,485
1942
$8.17M ﹤0.01%
231,680
+33,039
1943
$8.16M ﹤0.01%
327,797
+9,069
1944
$8.16M ﹤0.01%
1,454,852
+585,066
1945
$8.16M ﹤0.01%
92,529
-34,239
1946
$8.14M ﹤0.01%
192,829
-283,055
1947
$8.14M ﹤0.01%
852,467
+270,296
1948
$8.13M ﹤0.01%
642,869
+14,145
1949
$8.12M ﹤0.01%
252,605
-88,350
1950
$8.1M ﹤0.01%
404,231
-510,606
76 77
78
79 80