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
2351
$5.45M ﹤0.01%
284,739
-169,550
2352
$5.45M ﹤0.01%
1,003,943
-5,000
2353
$5.45M ﹤0.01%
93,651
-43,777
2354
$5.45M ﹤0.01%
133,713
-25,488
2355
$5.44M ﹤0.01%
1,293,112
+36,249
2356
$5.43M ﹤0.01%
78,010
-171,522
2357
$5.42M ﹤0.01%
230,184
-461,414
2358
$5.42M ﹤0.01%
898,068
-167,430
2359
$5.42M ﹤0.01%
1,292,716
+1,079,178
2360
$5.41M ﹤0.01%
112,809
-14,682
2361
$5.4M ﹤0.01%
908,515
+252,010
2362
$5.4M ﹤0.01%
118,665
-33,701
2363
$5.4M ﹤0.01%
91,731
+35,379
2364
$5.39M ﹤0.01%
232,026
-501,531
2365
$5.39M ﹤0.01%
76,084
+18,431
2366
$5.38M ﹤0.01%
257,234
+21,163
2367
$5.36M ﹤0.01%
106,166
-141,583
2368
$5.36M ﹤0.01%
61,166
-41,359
2369
$5.35M ﹤0.01%
241,926
+13,267
2370
$5.35M ﹤0.01%
478,270
+438,905
2371
$5.35M ﹤0.01%
187,588
-106,016
2372
$5.34M ﹤0.01%
49,957
+5,161
2373
$5.34M ﹤0.01%
831,420
-501,965
2374
$5.33M ﹤0.01%
360,419
-554,840
2375
$5.32M ﹤0.01%
242,920
+155,601
93 94
95
96 97