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
3401
$9.76M ﹤0.01%
245,653
-38,499
3402
$9.76M ﹤0.01%
166,550
-6,121
3403
$9.75M ﹤0.01%
2,877,516
+523,208
3404
$9.75M ﹤0.01%
1,036,910
+60,415
3405
$9.74M ﹤0.01%
719,660
-1,010,546
3406
$9.71M ﹤0.01%
904,159
+185,604
3407
$9.69M ﹤0.01%
5,476,499
-1,550,934
3408
$9.68M ﹤0.01%
304,676
-68,575
3409
$9.67M ﹤0.01%
847,804
+590,426
3410
$9.66M ﹤0.01%
944,083
-25,005
3411
$9.65M ﹤0.01%
239,763
-248,314
3412
$9.64M ﹤0.01%
226,159
-51,967
3413
$9.63M ﹤0.01%
1,338,049
-64,688
3414
$9.57M ﹤0.01%
1,403,047
-153,122
3415
$9.55M ﹤0.01%
521,164
-70,184
3416
$9.53M ﹤0.01%
1,178,223
+455,467
3417
$9.52M ﹤0.01%
406,010
-50,977
3418
$9.51M ﹤0.01%
150,024
+80,087
3419
$9.5M ﹤0.01%
311,820
-165,869
3420
$9.49M ﹤0.01%
1,173,423
-252,348
3421
$9.49M ﹤0.01%
209,534
-28,736
3422
$9.45M ﹤0.01%
210,237
+136,256
3423
$9.45M ﹤0.01%
1,841,274
-7,828
3424
$9.41M ﹤0.01%
337,537
-151,307
3425
$9.4M ﹤0.01%
3,480,468
+3,174,221
135 136
137
138 139