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
2226
$6.17M ﹤0.01%
182,615
+3,696
2227
$6.16M ﹤0.01%
253,470
-47,862
2228
$6.16M ﹤0.01%
460,697
-12,593
2229
$6.16M ﹤0.01%
236,261
-206,263
2230
$6.15M ﹤0.01%
160,210
+6,214
2231
$6.15M ﹤0.01%
110,094
-79,039
2232
$6.13M ﹤0.01%
150,537
-148,581
2233
$6.12M ﹤0.01%
521,181
+325,758
2234
$6.12M ﹤0.01%
16,645
-12,833
2235
$6.12M ﹤0.01%
763,438
-432,700
2236
$6.1M ﹤0.01%
11,956,132
-8,759,605
2237
$6.1M ﹤0.01%
390,353
-80,952
2238
$6.1M ﹤0.01%
1,038,742
+885,664
2239
$6.09M ﹤0.01%
110,205
-47,650
2240
$6.09M ﹤0.01%
283,508
-144,885
2241
$6.08M ﹤0.01%
62,567
+60,746
2242
$6.08M ﹤0.01%
330,679
-43,414
2243
$6.08M ﹤0.01%
90,924
+905
2244
$6.06M ﹤0.01%
584,972
-18,087
2245
$6.05M ﹤0.01%
981,987
+267,737
2246
$6.03M ﹤0.01%
127,848
+979
2247
$6.03M ﹤0.01%
467,826
-103,411
2248
$6.02M ﹤0.01%
1,289,976
+1,007,685
2249
$6.01M ﹤0.01%
1,292,438
-167,288
2250
$5.99M ﹤0.01%
238,250
+10,545
88 89
90
91 92