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
2176
$6.54M ﹤0.01%
120,229
-45,066
2177
$6.54M ﹤0.01%
546,174
-33,112
2178
$6.53M ﹤0.01%
395,012
+177,658
2179
$6.52M ﹤0.01%
477,514
-50,244
2180
$6.52M ﹤0.01%
685,421
+388,822
2181
$6.52M ﹤0.01%
143,686
-255,371
2182
$6.51M ﹤0.01%
375,934
+265,819
2183
$6.49M ﹤0.01%
266,367
-117,163
2184
$6.48M ﹤0.01%
143,128
-1,787
2185
$6.48M ﹤0.01%
134,534
+58,472
2186
$6.46M ﹤0.01%
240,597
-466
2187
$6.45M ﹤0.01%
80,668
-193,687
2188
$6.45M ﹤0.01%
286,315
-330,085
2189
$6.42M ﹤0.01%
685,635
+614,025
2190
$6.42M ﹤0.01%
18,308
-7,850
2191
$6.41M ﹤0.01%
2,729,131
+2,288,950
2192
$6.41M ﹤0.01%
898,131
-41,077
2193
$6.41M ﹤0.01%
249,170
-263,539
2194
$6.4M ﹤0.01%
1,503,467
+756,983
2195
$6.39M ﹤0.01%
443,183
-46,177
2196
$6.39M ﹤0.01%
547,613
-1,212,077
2197
$6.39M ﹤0.01%
47,876
+30,090
2198
$6.38M ﹤0.01%
3,221,255
-433,089
2199
$6.37M ﹤0.01%
186,682
+636
2200
$6.36M ﹤0.01%
778,501
-137,280
86 87
88
89 90