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
3476
$8.7M ﹤0.01%
265,012
-63,898
3477
$8.69M ﹤0.01%
272,042
+1,339
3478
$8.69M ﹤0.01%
280,444
-4,918
3479
$8.67M ﹤0.01%
223,408
+1,546
3480
$8.67M ﹤0.01%
308,395
+1
3481
$8.64M ﹤0.01%
444,687
+265,028
3482
$8.64M ﹤0.01%
278,833
+5,451
3483
$8.63M ﹤0.01%
227,457
-73,801
3484
$8.6M ﹤0.01%
1,115,131
-4,034,562
3485
$8.59M ﹤0.01%
614,896
-12,249
3486
$8.58M ﹤0.01%
2,917,884
+25,774
3487
$8.57M ﹤0.01%
373,636
+57,622
3488
$8.56M ﹤0.01%
760,479
+174,135
3489
$8.51M ﹤0.01%
1,234,590
+352,473
3490
$8.5M ﹤0.01%
207,666
-120,001
3491
$8.5M ﹤0.01%
6,157,582
+98,782
3492
$8.48M ﹤0.01%
835,269
-19,389
3493
$8.47M ﹤0.01%
179,276
+25,127
3494
$8.46M ﹤0.01%
92,220
+25,781
3495
$8.43M ﹤0.01%
543,788
-289,769
3496
$8.42M ﹤0.01%
4,675,345
+137,893
3497
$8.39M ﹤0.01%
401,803
+278,757
3498
$8.38M ﹤0.01%
286,225
+111,244
3499
$8.38M ﹤0.01%
244,009
-16,090
3500
$8.36M ﹤0.01%
324,556
+8,556
138 139
140
141 142