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
3576
$7.73M ﹤0.01%
2,502,230
+1,422,380
3577
$7.72M ﹤0.01%
193,779
+13,715
3578
$7.69M ﹤0.01%
505,434
+37,393
3579
$7.66M ﹤0.01%
205,954
-26,762
3580
$7.65M ﹤0.01%
153,235
+23,837
3581
$7.64M ﹤0.01%
135,113
-11,936
3582
$7.64M ﹤0.01%
40,807
-32,035
3583
$7.63M ﹤0.01%
816,661
-274,371
3584
$7.6M ﹤0.01%
555,641
-412,345
3585
$7.59M ﹤0.01%
1,040,728
-50,305
3586
$7.57M ﹤0.01%
303,521
-705,936
3587
$7.55M ﹤0.01%
8,815,780
-1,088,750
3588
$7.54M ﹤0.01%
197,188
-8,692
3589
$7.54M ﹤0.01%
249,358
-137,562
3590
$7.54M ﹤0.01%
+201,593
3591
$7.54M ﹤0.01%
329,863
-26,562
3592
$7.52M ﹤0.01%
164,336
+51,431
3593
$7.51M ﹤0.01%
4,195,869
+14,527
3594
$7.51M ﹤0.01%
141,618
+15,680
3595
$7.5M ﹤0.01%
498,615
+130,825
3596
$7.48M ﹤0.01%
958,629
+269,735
3597
$7.47M ﹤0.01%
463,972
+107,762
3598
$7.47M ﹤0.01%
178,305
+41,022
3599
$7.46M ﹤0.01%
207,737
-10,365
3600
$7.45M ﹤0.01%
69,008
-414
142 143
144
145 146