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
3001
$15.4M ﹤0.01%
1,921,860
-71,074
3002
$15.4M ﹤0.01%
383,034
+5,730
3003
$15.4M ﹤0.01%
443,968
+22,131
3004
$15.3M ﹤0.01%
1,820,809
-259,521
3005
$15.3M ﹤0.01%
589,475
+350,736
3006
$15.3M ﹤0.01%
932,848
+32,243
3007
$15.3M ﹤0.01%
687,262
+104,445
3008
$15.3M ﹤0.01%
182,746
+55,578
3009
$15.2M ﹤0.01%
4,018,567
-103,709
3010
$15.2M ﹤0.01%
998,562
-16,137
3011
$15.2M ﹤0.01%
82,306
+10,206
3012
$15.1M ﹤0.01%
1,584,058
-1,227,477
3013
$15.1M ﹤0.01%
360,638
+241,281
3014
$15.1M ﹤0.01%
316,837
+80,118
3015
$15.1M ﹤0.01%
425,328
+219,843
3016
$15M ﹤0.01%
1,177,547
-143,532
3017
$15M ﹤0.01%
1,146,611
+563,552
3018
$15M ﹤0.01%
866,787
-272,130
3019
$15M ﹤0.01%
576,669
-896,744
3020
$15M ﹤0.01%
360,806
+17,354
3021
$15M ﹤0.01%
158,206
-187,286
3022
$14.9M ﹤0.01%
1,229,196
+35,588
3023
$14.9M ﹤0.01%
1,184,709
+569,181
3024
$14.9M ﹤0.01%
284,301
-15,700
3025
$14.9M ﹤0.01%
670,448
-15,543
119 120
121
122 123