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
3201
$12.4M ﹤0.01%
1,923,181
+1,829,010
3202
$12.4M ﹤0.01%
3,294,377
+538,202
3203
$12.4M ﹤0.01%
937,879
+259,029
3204
$12.4M ﹤0.01%
503,226
+14,778
3205
$12.4M ﹤0.01%
1,687,978
-1,823,967
3206
$12.4M ﹤0.01%
180,620
-186,883
3207
$12.4M ﹤0.01%
216,839
-32,747
3208
$12.3M ﹤0.01%
2,407,184
-75,533
3209
$12.3M ﹤0.01%
647,349
-293,807
3210
$12.3M ﹤0.01%
697,324
-3,380
3211
$12.3M ﹤0.01%
300,971
-103,855
3212
$12.3M ﹤0.01%
2,421,698
-712,788
3213
$12.3M ﹤0.01%
2,104,528
+582,570
3214
$12.3M ﹤0.01%
938,581
-70,103
3215
$12.2M ﹤0.01%
384,743
-244,499
3216
$12.2M ﹤0.01%
1,062,484
-26,242
3217
$12.2M ﹤0.01%
518,378
+61,067
3218
$12.2M ﹤0.01%
228,286
-9,868
3219
$12.2M ﹤0.01%
1,985,107
-329,112
3220
$12.2M ﹤0.01%
1,089,660
-95,615
3221
$12.2M ﹤0.01%
441,716
+14,090
3222
$12.2M ﹤0.01%
2,233,069
-466,670
3223
$12.1M ﹤0.01%
572,039
+479,173
3224
$12.1M ﹤0.01%
1,078,815
-236,032
3225
$12.1M ﹤0.01%
283,888
+11,805
127 128
129
130 131