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
3551
$7.92M ﹤0.01%
211,852
+5,421
3552
$7.92M ﹤0.01%
309,590
-512
3553
$7.91M ﹤0.01%
958,446
+105,999
3554
$7.91M ﹤0.01%
749,471
-799,430
3555
$7.91M ﹤0.01%
274,771
+24,560
3556
$7.89M ﹤0.01%
762,205
-61,619
3557
$7.87M ﹤0.01%
115,508
+5,518
3558
$7.87M ﹤0.01%
3,956,172
+915,378
3559
$7.87M ﹤0.01%
405,998
+337,865
3560
$7.85M ﹤0.01%
162,761
-1,463
3561
$7.85M ﹤0.01%
966,400
+526,910
3562
$7.85M ﹤0.01%
254,067
+24,144
3563
$7.84M ﹤0.01%
157,975
+79,597
3564
$7.84M ﹤0.01%
1,266,319
-2,785,791
3565
$7.82M ﹤0.01%
93,612
+13,821
3566
$7.81M ﹤0.01%
190,762
+63,914
3567
$7.81M ﹤0.01%
501,650
+66,342
3568
$7.8M ﹤0.01%
311,013
+23,118
3569
$7.78M ﹤0.01%
3,188,884
-379,620
3570
$7.77M ﹤0.01%
638,069
-35,303
3571
$7.77M ﹤0.01%
541,782
+13,231
3572
$7.77M ﹤0.01%
1,922,265
+463,363
3573
$7.75M ﹤0.01%
310,188
+1,844
3574
$7.75M ﹤0.01%
731,412
+377,721
3575
$7.75M ﹤0.01%
427,931
+79,869
141 142
143
144 145