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
3126
$13.2M ﹤0.01%
1,995,887
-384,327
3127
$13.2M ﹤0.01%
274,157
+22,207
3128
$13.2M ﹤0.01%
790,991
-32,990
3129
$13.1M ﹤0.01%
237,262
+15,106
3130
$13.1M ﹤0.01%
396,133
-173,975
3131
$13.1M ﹤0.01%
471,535
+23,465
3132
$13.1M ﹤0.01%
1,058,386
+414,051
3133
$13.1M ﹤0.01%
527,384
+130,959
3134
$13.1M ﹤0.01%
703,546
-206,556
3135
$13M ﹤0.01%
1,123,237
-281,251
3136
$13M ﹤0.01%
196,040
+1,152
3137
$13M ﹤0.01%
269,707
-8,382
3138
$13M ﹤0.01%
388,767
-167,846
3139
$13M ﹤0.01%
163,648
-2,635
3140
$13M ﹤0.01%
861,305
-1,165,405
3141
$13M ﹤0.01%
412,420
+69,834
3142
$13M ﹤0.01%
600,012
+364,535
3143
$13M ﹤0.01%
527,429
-173,807
3144
$13M ﹤0.01%
201,499
-94,226
3145
$13M ﹤0.01%
778,694
-167,251
3146
$13M ﹤0.01%
1,098,975
-536,054
3147
$13M ﹤0.01%
354,485
-51,351
3148
$12.9M ﹤0.01%
377,461
-49,324
3149
$12.9M ﹤0.01%
325,317
-34,509
3150
$12.9M ﹤0.01%
1,216,110
+123,094
124 125
126
127 128