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
2976
$15.7M ﹤0.01%
198,857
-83,495
2977
$15.7M ﹤0.01%
386,985
+1,803
2978
$15.7M ﹤0.01%
1,516,024
-116,143
2979
$15.7M ﹤0.01%
2,892,101
-414,066
2980
$15.7M ﹤0.01%
1,166,187
-375,760
2981
$15.7M ﹤0.01%
668,937
-62,667
2982
$15.7M ﹤0.01%
356,256
-8,716
2983
$15.7M ﹤0.01%
276,210
+4,832
2984
$15.7M ﹤0.01%
2,255,353
+2,130,021
2985
$15.6M ﹤0.01%
2,359,378
+403,867
2986
$15.6M ﹤0.01%
1,745,406
-523,868
2987
$15.6M ﹤0.01%
6,255,500
-487,204
2988
$15.6M ﹤0.01%
471,562
-300,412
2989
$15.6M ﹤0.01%
1,822,925
+238,750
2990
$15.5M ﹤0.01%
467,494
-214,906
2991
$15.5M ﹤0.01%
667,159
+48,262
2992
$15.5M ﹤0.01%
1,050,737
+129,494
2993
$15.5M ﹤0.01%
405,044
-479,243
2994
$15.5M ﹤0.01%
894,772
-113,282
2995
$15.5M ﹤0.01%
2,003,311
+653,435
2996
$15.5M ﹤0.01%
1,869,755
-498,313
2997
$15.5M ﹤0.01%
186,268
+11,231
2998
$15.5M ﹤0.01%
360,130
-1,050
2999
$15.5M ﹤0.01%
1,089,002
+844,340
3000
$15.4M ﹤0.01%
538,221
+15,198
118 119
120
121 122