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
3351
$10.3M ﹤0.01%
1,108,790
-303,345
3352
$10.3M ﹤0.01%
782,004
-35,119
3353
$10.3M ﹤0.01%
182,470
-78,479
3354
$10.3M ﹤0.01%
128,270
-116,348
3355
$10.3M ﹤0.01%
489,015
-41,776
3356
$10.3M ﹤0.01%
317,633
+38,176
3357
$10.3M ﹤0.01%
4,005,814
+1,758,922
3358
$10.2M ﹤0.01%
340,076
-136,343
3359
$10.2M ﹤0.01%
278,225
-208,493
3360
$10.2M ﹤0.01%
657,369
-303,344
3361
$10.2M ﹤0.01%
615,762
+612,280
3362
$10.2M ﹤0.01%
391,473
-1,857
3363
$10.2M ﹤0.01%
1,735,650
-903,112
3364
$10.1M ﹤0.01%
248,349
-218,615
3365
$10.1M ﹤0.01%
538,562
+24,631
3366
$10.1M ﹤0.01%
134,784
+11,384
3367
$10.1M ﹤0.01%
181,972
+42,379
3368
$10.1M ﹤0.01%
160,762
-42,832
3369
$10.1M ﹤0.01%
853,871
-225,442
3370
$10.1M ﹤0.01%
771,589
+16,523
3371
$10.1M ﹤0.01%
1,508,319
-2,311,738
3372
$10.1M ﹤0.01%
852,896
+42,905
3373
$10.1M ﹤0.01%
766,603
+30,306
3374
$10.1M ﹤0.01%
741,579
+165,749
3375
$10.1M ﹤0.01%
271,937
-24,828
133 134
135
136 137