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
3601
$7.44M ﹤0.01%
3,368,490
-1,280
3602
$7.44M ﹤0.01%
155,509
+87,258
3603
$7.41M ﹤0.01%
433,671
+39,160
3604
$7.41M ﹤0.01%
338,990
-75,689
3605
$7.38M ﹤0.01%
372,626
+768
3606
$7.36M ﹤0.01%
472,245
-179,513
3607
$7.36M ﹤0.01%
93,251
+14,308
3608
$7.36M ﹤0.01%
126,036
-34,722
3609
$7.36M ﹤0.01%
611,017
-86,407
3610
$7.35M ﹤0.01%
520,334
-48,398
3611
$7.34M ﹤0.01%
231,054
+231,052
3612
$7.34M ﹤0.01%
788,301
+7,087
3613
$7.34M ﹤0.01%
628,712
+80,433
3614
$7.32M ﹤0.01%
343,329
+18,383
3615
$7.3M ﹤0.01%
218,046
+10,208
3616
$7.3M ﹤0.01%
2,323,521
+537,068
3617
$7.29M ﹤0.01%
1,960,260
-855,507
3618
$7.27M ﹤0.01%
344,037
+11,080
3619
$7.26M ﹤0.01%
589,444
+73,631
3620
$7.25M ﹤0.01%
154,752
+31,407
3621
$7.24M ﹤0.01%
320,017
+262,137
3622
$7.23M ﹤0.01%
650,028
+185,443
3623
$7.22M ﹤0.01%
180,609
-93,897
3624
$7.22M ﹤0.01%
193,920
+11,848
3625
$7.21M ﹤0.01%
651,682
-3,337
143 144
145
146 147