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
2301
$5.72M ﹤0.01%
233,274
+48,766
2302
$5.71M ﹤0.01%
75,107
+30,039
2303
$5.71M ﹤0.01%
717,957
+261,905
2304
$5.7M ﹤0.01%
190,910
+25,972
2305
$5.69M ﹤0.01%
803,437
-74,515
2306
$5.68M ﹤0.01%
181,745
-18,848
2307
$5.68M ﹤0.01%
160,282
-5,252
2308
$5.68M ﹤0.01%
450,772
+11,132
2309
$5.68M ﹤0.01%
93,905
+3,300
2310
$5.67M ﹤0.01%
2,603,496
-7,781,503
2311
$5.67M ﹤0.01%
84,900
-53,220
2312
$5.67M ﹤0.01%
60,101
-33,103
2313
$5.67M ﹤0.01%
105,168
+40,756
2314
$5.66M ﹤0.01%
55,310
+4,710
2315
$5.64M ﹤0.01%
70,958
+31,093
2316
$5.64M ﹤0.01%
131,514
-111,660
2317
$5.63M ﹤0.01%
190,729
-15,801
2318
$5.63M ﹤0.01%
97,911
-267,457
2319
$5.61M ﹤0.01%
97,679
-75,841
2320
$5.61M ﹤0.01%
102,715
-84,079
2321
$5.6M ﹤0.01%
829,957
+56,677
2322
$5.6M ﹤0.01%
127,348
-116,608
2323
$5.59M ﹤0.01%
2,100,540
+45,234
2324
$5.58M ﹤0.01%
691,648
+87,353
2325
$5.57M ﹤0.01%
446,517
+96,873