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
3376
$10M ﹤0.01%
911,922
-15,550
3377
$10M ﹤0.01%
144,757
-70,731
3378
$10M ﹤0.01%
983,359
+252,501
3379
$10M ﹤0.01%
560,990
-16,308
3380
$10M ﹤0.01%
541,972
+74,640
3381
$10M ﹤0.01%
181,919
+690
3382
$10M ﹤0.01%
284,812
-114,817
3383
$10M ﹤0.01%
4,629,574
-1,218,723
3384
$9.99M ﹤0.01%
1,007,097
-748,848
3385
$9.99M ﹤0.01%
273,282
-365,400
3386
$9.96M ﹤0.01%
719,490
+203
3387
$9.96M ﹤0.01%
815,178
+137,458
3388
$9.95M ﹤0.01%
281,313
+33,179
3389
$9.94M ﹤0.01%
129,056
+36,591
3390
$9.94M ﹤0.01%
320,179
-15,744
3391
$9.94M ﹤0.01%
458,441
+47,163
3392
$9.94M ﹤0.01%
194,395
+135,360
3393
$9.93M ﹤0.01%
537,355
+431,095
3394
$9.89M ﹤0.01%
347,192
-115,491
3395
$9.89M ﹤0.01%
340,053
+32,717
3396
$9.87M ﹤0.01%
1,185,173
-897,496
3397
$9.85M ﹤0.01%
339,357
+25,738
3398
$9.82M ﹤0.01%
91,706
+16,347
3399
$9.8M ﹤0.01%
462,809
+17,349
3400
$9.8M ﹤0.01%
1,671,706
-1,768,567
134 135
136
137 138