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
2326
$5.57M ﹤0.01%
673,960
+69,245
2327
$5.56M ﹤0.01%
307,409
+249,063
2328
$5.56M ﹤0.01%
129,326
+4,227
2329
$5.55M ﹤0.01%
332,891
-1,524,779
2330
$5.55M ﹤0.01%
251,510
-12,441
2331
$5.54M ﹤0.01%
199,869
-476,904
2332
$5.54M ﹤0.01%
583,334
-2,846,786
2333
$5.54M ﹤0.01%
304,403
-15,598
2334
$5.54M ﹤0.01%
1,011,034
+397,105
2335
$5.54M ﹤0.01%
151,322
-250,957
2336
$5.53M ﹤0.01%
95,270
-50,512
2337
$5.53M ﹤0.01%
538,594
+207,805
2338
$5.52M ﹤0.01%
58,266
+29,944
2339
$5.52M ﹤0.01%
120,794
-85,618
2340
$5.52M ﹤0.01%
241,625
+7,399
2341
$5.49M ﹤0.01%
598,906
+307,619
2342
$5.49M ﹤0.01%
699,985
+78,995
2343
$5.48M ﹤0.01%
549,018
+546,649
2344
$5.48M ﹤0.01%
274,131
-181,136
2345
$5.47M ﹤0.01%
547,010
+6,513
2346
$5.47M ﹤0.01%
54,410
-355,797
2347
$5.47M ﹤0.01%
101,988
-61,109
2348
$5.46M ﹤0.01%
177,979
-152,306
2349
$5.46M ﹤0.01%
120,056
-95,215
2350
$5.45M ﹤0.01%
145,009
-156,944
92 93
94
95 96