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
3151
$12.9M ﹤0.01%
604,792
+39,070
3152
$12.9M ﹤0.01%
254,292
-29,736
3153
$12.9M ﹤0.01%
406,300
-10,468
3154
$12.9M ﹤0.01%
2,896,425
+60,868
3155
$12.9M ﹤0.01%
189,832
+21,940
3156
$12.9M ﹤0.01%
130,764
+101
3157
$12.8M ﹤0.01%
565,074
-156,312
3158
$12.8M ﹤0.01%
125,603
-2,734
3159
$12.8M ﹤0.01%
743,432
-41,944
3160
$12.8M ﹤0.01%
113,660
-21,677
3161
$12.8M ﹤0.01%
863,229
-43,687
3162
$12.8M ﹤0.01%
377,018
-89,465
3163
$12.8M ﹤0.01%
465,747
-126,459
3164
$12.8M ﹤0.01%
194,910
+9,446
3165
$12.8M ﹤0.01%
1,368,997
-24,216
3166
$12.7M ﹤0.01%
201,947
-12,210
3167
$12.7M ﹤0.01%
1,209,396
+260,992
3168
$12.7M ﹤0.01%
1,171,425
-123,290
3169
$12.7M ﹤0.01%
571,428
-97
3170
$12.7M ﹤0.01%
1,243,381
-7,977
3171
$12.7M ﹤0.01%
1,047,627
-642,176
3172
$12.7M ﹤0.01%
659,747
-7,504
3173
$12.7M ﹤0.01%
273,763
-111,227
3174
$12.6M ﹤0.01%
2,349,668
+6,711
3175
$12.6M ﹤0.01%
402,457
+269,602
125 126
127
128 129