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
3251
$11.7M ﹤0.01%
1,226,985
+3,964
3252
$11.7M ﹤0.01%
383,363
-446
3253
$11.7M ﹤0.01%
380,958
+10,296
3254
$11.7M ﹤0.01%
587,709
+211,022
3255
$11.7M ﹤0.01%
1,970,384
+309,035
3256
$11.7M ﹤0.01%
217,831
+77,367
3257
$11.7M ﹤0.01%
436,430
+18,299
3258
$11.6M ﹤0.01%
312,275
+144,497
3259
$11.6M ﹤0.01%
557,233
+61,825
3260
$11.6M ﹤0.01%
164,984
-99,220
3261
$11.6M ﹤0.01%
614,639
+42,559
3262
$11.6M ﹤0.01%
62,804
+290
3263
$11.6M ﹤0.01%
817,648
+60,525
3264
$11.5M ﹤0.01%
139,766
-33,419
3265
$11.5M ﹤0.01%
896,101
+14,375
3266
$11.5M ﹤0.01%
432,290
-73,761
3267
$11.5M ﹤0.01%
876,891
-515,814
3268
$11.4M ﹤0.01%
1,663,068
+941,651
3269
$11.4M ﹤0.01%
286,345
-34,096
3270
$11.4M ﹤0.01%
486,004
-90,960
3271
$11.4M ﹤0.01%
304,191
-783,396
3272
$11.3M ﹤0.01%
3,302,923
+692,568
3273
$11.3M ﹤0.01%
472,239
+188,707
3274
$11.3M ﹤0.01%
281,488
+177,353
3275
$11.3M ﹤0.01%
290,634
-8,673
129 130
131
132 133