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
2451
$4.9M ﹤0.01%
375,080
-186,816
2452
$4.9M ﹤0.01%
495,518
+13,215
2453
$4.89M ﹤0.01%
250,591
+110,456
2454
$4.88M ﹤0.01%
154,024
-300,654
2455
$4.88M ﹤0.01%
14,304
-17,838
2456
$4.88M ﹤0.01%
535,575
-153,199
2457
$4.88M ﹤0.01%
48,948
-351,760
2458
$4.87M ﹤0.01%
177,108
-207,819
2459
$4.87M ﹤0.01%
544,484
-210,778
2460
$4.87M ﹤0.01%
179,900
-219,355
2461
$4.87M ﹤0.01%
290,023
-75,001
2462
$4.86M ﹤0.01%
1,567,721
-801,334
2463
$4.86M ﹤0.01%
92,413
-22,256
2464
$4.83M ﹤0.01%
600,084
-465,488
2465
$4.83M ﹤0.01%
64,787
-96,863
2466
$4.82M ﹤0.01%
146,810
-197,068
2467
$4.8M ﹤0.01%
41,310
+2,009
2468
$4.79M ﹤0.01%
119,178
+21,805
2469
$4.79M ﹤0.01%
642,240
+40,593
2470
$4.78M ﹤0.01%
210,185
-143,868
2471
$4.78M ﹤0.01%
359,873
+64,242
2472
$4.77M ﹤0.01%
100,942
-54,982
2473
$4.77M ﹤0.01%
143,950
-22,855
2474
$4.76M ﹤0.01%
124,764
+16,847
2475
$4.74M ﹤0.01%
97,370
-3,896
97 98
99
100 101