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
2051
$7.37M ﹤0.01%
278,684
+201,724
2052
$7.34M ﹤0.01%
70,214
+17,793
2053
$7.32M ﹤0.01%
48,043
-42,033
2054
$7.31M ﹤0.01%
479,840
+148,232
2055
$7.28M ﹤0.01%
118,778
+50,132
2056
$7.27M ﹤0.01%
895,239
-386,853
2057
$7.26M ﹤0.01%
156,724
-142,917
2058
$7.24M ﹤0.01%
981,521
-3,164,674
2059
$7.24M ﹤0.01%
723,114
+71,622
2060
$7.24M ﹤0.01%
125,047
-103,251
2061
$7.24M ﹤0.01%
188,046
-45,710
2062
$7.23M ﹤0.01%
602,854
-524,115
2063
$7.23M ﹤0.01%
321,180
+12,406
2064
$7.23M ﹤0.01%
302,715
-814,124
2065
$7.22M ﹤0.01%
203,375
+167,165
2066
$7.22M ﹤0.01%
187,431
-46,380
2067
$7.2M ﹤0.01%
1,143,551
-220,488
2068
$7.2M ﹤0.01%
90,370
-74,041
2069
$7.19M ﹤0.01%
368,537
-228,345
2070
$7.18M ﹤0.01%
3,737,386
+513,850
2071
$7.18M ﹤0.01%
1,126,479
+4,321
2072
$7.17M ﹤0.01%
138,357
+56,444
2073
$7.17M ﹤0.01%
202,105
+39,334
2074
$7.17M ﹤0.01%
417,327
+208,471
2075
$7.16M ﹤0.01%
258,488
-99,820
81 82
83
84 85