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
2276
$5.86M ﹤0.01%
323,440
-107,826
2277
$5.86M ﹤0.01%
8,034
+2,336
2278
$5.86M ﹤0.01%
342,942
-70,422
2279
$5.85M ﹤0.01%
350,316
+82,312
2280
$5.84M ﹤0.01%
169,575
-13,371
2281
$5.83M ﹤0.01%
349,428
+104,791
2282
$5.82M ﹤0.01%
230,692
+13,387
2283
$5.82M ﹤0.01%
356,371
-152,392
2284
$5.82M ﹤0.01%
210,072
+26,250
2285
$5.82M ﹤0.01%
164,788
-410,646
2286
$5.81M ﹤0.01%
484,339
+266,146
2287
$5.79M ﹤0.01%
114,533
+42,980
2288
$5.79M ﹤0.01%
391,804
-15,099
2289
$5.78M ﹤0.01%
184,683
-155,002
2290
$5.78M ﹤0.01%
6,652
-3,038
2291
$5.78M ﹤0.01%
215,582
-154,826
2292
$5.77M ﹤0.01%
531,630
-215,591
2293
$5.77M ﹤0.01%
45,092
-728
2294
$5.77M ﹤0.01%
202,892
-25,339
2295
$5.76M ﹤0.01%
99,280
-292,686
2296
$5.76M ﹤0.01%
259,331
-332,127
2297
$5.76M ﹤0.01%
3,764,107
+3,397,281
2298
$5.75M ﹤0.01%
142,905
-23,063
2299
$5.75M ﹤0.01%
398,298
+28,852
2300
$5.73M ﹤0.01%
38,401
-27,477
90 91
92
93 94