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
3176
$12.6M ﹤0.01%
535,442
+59,017
3177
$12.6M ﹤0.01%
92,920
+42,956
3178
$12.6M ﹤0.01%
165,185
-19,085
3179
$12.6M ﹤0.01%
227,304
-88,599
3180
$12.6M ﹤0.01%
418,426
+28,565
3181
$12.6M ﹤0.01%
279,625
-236
3182
$12.6M ﹤0.01%
576,681
-387,046
3183
$12.6M ﹤0.01%
1,370,580
+200,927
3184
$12.6M ﹤0.01%
108,354
+19,383
3185
$12.6M ﹤0.01%
257,607
+880
3186
$12.6M ﹤0.01%
1,832,687
+53,927
3187
$12.6M ﹤0.01%
683,637
-43,146
3188
$12.5M ﹤0.01%
1,819,792
+7,468
3189
$12.5M ﹤0.01%
585,254
-176,344
3190
$12.5M ﹤0.01%
1,665,732
-73,348
3191
$12.5M ﹤0.01%
226,578
-174,751
3192
$12.5M ﹤0.01%
206,994
+158,882
3193
$12.5M ﹤0.01%
2,261,537
+1,044,534
3194
$12.5M ﹤0.01%
467,886
+18,925
3195
$12.5M ﹤0.01%
1,108,905
-346,339
3196
$12.5M ﹤0.01%
1,827,325
+46,922
3197
$12.5M ﹤0.01%
1,106,016
-2,622,384
3198
$12.4M ﹤0.01%
3,554,234
+1,206,409
3199
$12.4M ﹤0.01%
121,666
-56,830
3200
$12.4M ﹤0.01%
378,089
+29,116
126 127
128
129 130