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
2376
$5.32M ﹤0.01%
291,470
-881,966
2377
$5.32M ﹤0.01%
129,853
-47,091
2378
$5.31M ﹤0.01%
62,028
-98,444
2379
$5.31M ﹤0.01%
129,098
+107,126
2380
$5.3M ﹤0.01%
198,925
-457,680
2381
$5.3M ﹤0.01%
307,349
+142,112
2382
$5.3M ﹤0.01%
44,010
-3,120
2383
$5.29M ﹤0.01%
370,765
-6,601
2384
$5.29M ﹤0.01%
488,420
-1,693
2385
$5.29M ﹤0.01%
111,689
-323,004
2386
$5.29M ﹤0.01%
587,895
-885,471
2387
$5.28M ﹤0.01%
5,028
+5
2388
$5.28M ﹤0.01%
567,413
+171,261
2389
$5.27M ﹤0.01%
167,844
-74,379
2390
$5.27M ﹤0.01%
227,687
-72,334
2391
$5.25M ﹤0.01%
208,437
+17,254
2392
$5.25M ﹤0.01%
362,064
+78,759
2393
$5.25M ﹤0.01%
85,806
-239,274
2394
$5.25M ﹤0.01%
219,457
-89,453
2395
$5.25M ﹤0.01%
173,520
-112,941
2396
$5.25M ﹤0.01%
93,992
+6,873
2397
$5.24M ﹤0.01%
350,959
+278,041
2398
$5.24M ﹤0.01%
82,827
-95,737
2399
$5.23M ﹤0.01%
403,597
-597,556
2400
$5.22M ﹤0.01%
277,993
-149,472
94 95
96
97 98