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
3051
$14.2M ﹤0.01%
276,762
-28,179
3052
$14.2M ﹤0.01%
739,140
-270,739
3053
$14.2M ﹤0.01%
1,013,072
+49,709
3054
$14.2M ﹤0.01%
891,634
-308,020
3055
$14.1M ﹤0.01%
925,246
-194,012
3056
$14.1M ﹤0.01%
147,661
+35,197
3057
$14.1M ﹤0.01%
230,875
-29,211
3058
$14.1M ﹤0.01%
589,858
+55,388
3059
$14.1M ﹤0.01%
1,523,560
+1,450,219
3060
$14.1M ﹤0.01%
333,994
+80,193
3061
$14.1M ﹤0.01%
1,129,241
+224,518
3062
$14.1M ﹤0.01%
576,566
+49,239
3063
$14M ﹤0.01%
560,879
+369,875
3064
$14M ﹤0.01%
541,342
+39,853
3065
$14M ﹤0.01%
642,639
+144,910
3066
$14M ﹤0.01%
5,336,480
+2,787,400
3067
$14M ﹤0.01%
1,112,564
+17,152
3068
$14M ﹤0.01%
2,179,107
-119,848
3069
$14M ﹤0.01%
1,123,716
-512,751
3070
$14M ﹤0.01%
211,480
+1,358
3071
$14M ﹤0.01%
695,327
-15,723
3072
$13.9M ﹤0.01%
575,531
+16,737
3073
$13.9M ﹤0.01%
369,488
-22,428
3074
$13.9M ﹤0.01%
562,986
+47,314
3075
$13.9M ﹤0.01%
535,851
-89,327
121 122
123
124 125