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
2401
$5.21M ﹤0.01%
193,450
-52,357
2402
$5.21M ﹤0.01%
116,777
-69,309
2403
$5.19M ﹤0.01%
167,310
-148,840
2404
$5.17M ﹤0.01%
485,221
+105,193
2405
$5.15M ﹤0.01%
152,470
-5,915
2406
$5.15M ﹤0.01%
301,901
-8,697
2407
$5.14M ﹤0.01%
153,179
-93,863
2408
$5.13M ﹤0.01%
325,288
-32,660
2409
$5.13M ﹤0.01%
623,591
-61,734
2410
$5.12M ﹤0.01%
73,098
-41,707
2411
$5.12M ﹤0.01%
259,383
-54,085
2412
$5.1M ﹤0.01%
178,601
-47,721
2413
$5.09M ﹤0.01%
276,440
+75,568
2414
$5.08M ﹤0.01%
977,571
+746,662
2415
$5.08M ﹤0.01%
304,403
-15,245
2416
$5.08M ﹤0.01%
483,019
-91,884
2417
$5.08M ﹤0.01%
682,201
-1,443,449
2418
$5.07M ﹤0.01%
267,636
-76,981
2419
$5.07M ﹤0.01%
340,680
-188,997
2420
$5.06M ﹤0.01%
524,087
+343,666
2421
$5.05M ﹤0.01%
485,745
-371,430
2422
$5.04M ﹤0.01%
21,567,210
+9,614,078
2423
$5.03M ﹤0.01%
56,888
-46,485
2424
$5.02M ﹤0.01%
191,741
-22,887
2425
$5.02M ﹤0.01%
656,491
-91,301