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
2201
$6.32M ﹤0.01%
448,863
-643,095
2202
$6.31M ﹤0.01%
869,731
-83,312
2203
$6.31M ﹤0.01%
211,459
-327,300
2204
$6.31M ﹤0.01%
175,382
-65,756
2205
$6.3M ﹤0.01%
128,009
-102,067
2206
$6.3M ﹤0.01%
1,081,157
-110,063
2207
$6.29M ﹤0.01%
60,226
-49,650
2208
$6.29M ﹤0.01%
482,233
-6,207
2209
$6.28M ﹤0.01%
135,040
-941
2210
$6.27M ﹤0.01%
56,884
-486,632
2211
$6.27M ﹤0.01%
157,978
-121,807
2212
$6.27M ﹤0.01%
18,380
+9,032
2213
$6.26M ﹤0.01%
154,108
-77,261
2214
$6.25M ﹤0.01%
146,025
-23,531
2215
$6.25M ﹤0.01%
513,297
+150,280
2216
$6.23M ﹤0.01%
224,382
+11,993
2217
$6.23M ﹤0.01%
133,658
+3,832
2218
$6.23M ﹤0.01%
338,670
-221,758
2219
$6.22M ﹤0.01%
532,065
-92,370
2220
$6.21M ﹤0.01%
2,698,681
-527,852
2221
$6.2M ﹤0.01%
356,771
+193,992
2222
$6.2M ﹤0.01%
174,085
-91,953
2223
$6.19M ﹤0.01%
186,182
-220,681
2224
$6.18M ﹤0.01%
238,069
-44,995
2225
$6.18M ﹤0.01%
141,030
-30,988
87 88
89
90 91