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
2126
$6.81M ﹤0.01%
283,844
-216,264
2127
$6.8M ﹤0.01%
453,619
-43,578
2128
$6.8M ﹤0.01%
151,270
-45,576
2129
$6.8M ﹤0.01%
1,504,126
-300,283
2130
$6.79M ﹤0.01%
81,784
-19,513
2131
$6.79M ﹤0.01%
547,959
+20,766
2132
$6.78M ﹤0.01%
1,784,521
+1,516,265
2133
$6.78M ﹤0.01%
241,220
+170,042
2134
$6.77M ﹤0.01%
225,854
+34,362
2135
$6.77M ﹤0.01%
413,366
-1,044
2136
$6.76M ﹤0.01%
511,306
-21,583
2137
$6.76M ﹤0.01%
298,424
-23,162
2138
$6.75M ﹤0.01%
173,964
-38,027
2139
$6.75M ﹤0.01%
993,644
+36,353
2140
$6.75M ﹤0.01%
635,315
-345,308
2141
$6.75M ﹤0.01%
888,901
+63,971
2142
$6.75M ﹤0.01%
212,766
+45,794
2143
$6.73M ﹤0.01%
45,540
-88,214
2144
$6.72M ﹤0.01%
299,375
-148,316
2145
$6.71M ﹤0.01%
133,571
-116,997
2146
$6.7M ﹤0.01%
271,849
+41,039
2147
$6.7M ﹤0.01%
159,455
-45,622
2148
$6.7M ﹤0.01%
449,118
-63,223
2149
$6.7M ﹤0.01%
353,791
-798,566
2150
$6.68M ﹤0.01%
66,131
-30,785
84 85
86
87 88