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
3426
$9.39M ﹤0.01%
3,260,861
+980,146
3427
$9.38M ﹤0.01%
45,213
-642
3428
$9.38M ﹤0.01%
791,057
-52,519
3429
$9.38M ﹤0.01%
928,574
+74,884
3430
$9.38M ﹤0.01%
219,936
-55,236
3431
$9.32M ﹤0.01%
315,899
+2,528
3432
$9.31M ﹤0.01%
1,219,704
-156,785
3433
$9.29M ﹤0.01%
389,519
+45,303
3434
$9.26M ﹤0.01%
3,812
+334
3435
$9.23M ﹤0.01%
973,722
-7,835
3436
$9.22M ﹤0.01%
230,733
-157,279
3437
$9.21M ﹤0.01%
775,331
-50,546
3438
$9.19M ﹤0.01%
466,486
+14,695
3439
$9.17M ﹤0.01%
812,309
+170,161
3440
$9.16M ﹤0.01%
330,839
-12,184
3441
$9.14M ﹤0.01%
153,105
+10,779
3442
$9.14M ﹤0.01%
538,494
+271,572
3443
$9.11M ﹤0.01%
204,892
+12,856
3444
$9.1M ﹤0.01%
423,323
+40,988
3445
$9.1M ﹤0.01%
301,058
-27,904
3446
$9.09M ﹤0.01%
145,209
+25,720
3447
$9.06M ﹤0.01%
274,007
+2,146
3448
$9.06M ﹤0.01%
644,085
+138,692
3449
$9.05M ﹤0.01%
767,234
-376,946
3450
$9.04M ﹤0.01%
279,145
+30,095
136 137
138
139 140