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
3026
$14.8M ﹤0.01%
719,909
+178,914
3027
$14.8M ﹤0.01%
772,562
-223,297
3028
$14.8M ﹤0.01%
2,506,736
-157,711
3029
$14.8M ﹤0.01%
1,615,778
-378,543
3030
$14.8M ﹤0.01%
1,645,129
+174,632
3031
$14.8M ﹤0.01%
525,435
+8,717
3032
$14.8M ﹤0.01%
1,421,093
-223,246
3033
$14.7M ﹤0.01%
1,975,291
+259,487
3034
$14.7M ﹤0.01%
109,768
+2,871
3035
$14.6M ﹤0.01%
343,128
-16,456
3036
$14.6M ﹤0.01%
385,770
-10,045
3037
$14.6M ﹤0.01%
3,260,498
+1,792,351
3038
$14.6M ﹤0.01%
183,909
-46,547
3039
$14.5M ﹤0.01%
426,163
+209,949
3040
$14.5M ﹤0.01%
666,578
-72,090
3041
$14.5M ﹤0.01%
2,546,025
-1,455,129
3042
$14.5M ﹤0.01%
411,945
-142,415
3043
$14.5M ﹤0.01%
288,861
+21,526
3044
$14.5M ﹤0.01%
771,240
+254,568
3045
$14.4M ﹤0.01%
1,356,655
+255,772
3046
$14.4M ﹤0.01%
924,806
-300,620
3047
$14.4M ﹤0.01%
91,642
+19,327
3048
$14.4M ﹤0.01%
200,543
-87,610
3049
$14.3M ﹤0.01%
493,270
-25,640
3050
$14.2M ﹤0.01%
578,311
+279,351
120 121
122
123 124