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
1951
$8.1M ﹤0.01%
183,203
+47,957
1952
$8.08M ﹤0.01%
363,782
+38,266
1953
$8.08M ﹤0.01%
1,622,357
+493,774
1954
$8.07M ﹤0.01%
44,313
-2,065
1955
$8.07M ﹤0.01%
130,367
-233,227
1956
$8.06M ﹤0.01%
265,696
+126,350
1957
$8.04M ﹤0.01%
53,228
-23,217
1958
$8.04M ﹤0.01%
567,572
+58,517
1959
$8.04M ﹤0.01%
94,923
-147,797
1960
$8.03M ﹤0.01%
1,220,286
-46,231
1961
$8.03M ﹤0.01%
593,440
+10,678
1962
$8.01M ﹤0.01%
714,639
-1,329,923
1963
$8M ﹤0.01%
733,924
+44,690
1964
$7.99M ﹤0.01%
140,212
-41,468
1965
$7.98M ﹤0.01%
144,949
-17,437
1966
$7.96M ﹤0.01%
398,028
-105,917
1967
$7.95M ﹤0.01%
190,928
+21,051
1968
$7.95M ﹤0.01%
452,551
+164,115
1969
$7.95M ﹤0.01%
104,666
-47,891
1970
$7.93M ﹤0.01%
648,852
-303,414
1971
$7.92M ﹤0.01%
456,698
-388,807
1972
$7.92M ﹤0.01%
155,454
+5,578
1973
$7.92M ﹤0.01%
191,275
+26,470
1974
$7.92M ﹤0.01%
304,526
+14,831
1975
$7.89M ﹤0.01%
421,818
-85,802
77 78
79
80 81