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
$1.43T
AUM Growth
+$48.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,300
New
Increased
Reduced
Closed

Top Buys

1
+$2.68B
2
+$2.03B
3
+$1.99B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.74B
5
AAPL icon
Apple
AAPL
+$1.7B

Top Sells

1
+$1.61B
2
+$1.34B
3
+$1.26B
4
SHOP icon
Shopify
SHOP
+$1.25B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.02B

Sector Composition

1 Technology 22.71%
2 Financials 11.45%
3 Consumer Discretionary 9.67%
4 Healthcare 8.08%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$19.3M ﹤0.01%
974,720
-141,934
2777
$19.3M ﹤0.01%
2,860,527
+983,326
2778
$19.3M ﹤0.01%
64,379
+7,777
2779
$19.3M ﹤0.01%
443,065
-82,524
2780
$19.3M ﹤0.01%
1,678,236
-32,879
2781
$19.3M ﹤0.01%
857,534
-44,192
2782
$19.3M ﹤0.01%
383,762
-1,363
2783
$19.2M ﹤0.01%
279,584
+16,155
2784
$19.2M ﹤0.01%
603,281
+443,247
2785
$19.2M ﹤0.01%
1,581,114
-261,855
2786
$19.2M ﹤0.01%
1,000,181
+477,588
2787
$19.1M ﹤0.01%
589,698
-119,403
2788
$19.1M ﹤0.01%
1,507,448
+4,728
2789
$19.1M ﹤0.01%
242,024
+67,137
2790
$19.1M ﹤0.01%
933,073
+29,484
2791
$19.1M ﹤0.01%
1,199,894
+339,263
2792
$19.1M ﹤0.01%
594,021
+10,266
2793
$19M ﹤0.01%
758,429
+128,764
2794
$19M ﹤0.01%
270,493
+43,647
2795
$19M ﹤0.01%
1,952,410
-308,479
2796
$19M ﹤0.01%
1,057,321
+506,521
2797
$18.9M ﹤0.01%
313,894
+8,450
2798
$18.9M ﹤0.01%
2,476,231
+1,873,475
2799
$18.9M ﹤0.01%
526,060
+217,277
2800
$18.9M ﹤0.01%
1,088,545
+86,180
110 111
112
113 114