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
3626
$7.2M ﹤0.01%
1,727,619
-61,650
3627
$7.2M ﹤0.01%
826,855
-61,699
3628
$7.2M ﹤0.01%
1,531,732
+1,181,047
3629
$7.2M ﹤0.01%
67,383
-17,658
3630
$7.19M ﹤0.01%
39,045
+2,471
3631
$7.18M ﹤0.01%
179,330
-6,459
3632
$7.18M ﹤0.01%
72,914
+3,443
3633
$7.16M ﹤0.01%
1,269,608
-318,087
3634
$7.16M ﹤0.01%
449,932
-211,226
3635
$7.16M ﹤0.01%
1,363,285
-165,003
3636
$7.16M ﹤0.01%
1,193,835
+145,703
3637
$7.13M ﹤0.01%
496,239
+35,142
3638
$7.12M ﹤0.01%
680,920
-121,386
3639
$7.1M ﹤0.01%
781,149
-1,139,555
3640
$7.08M ﹤0.01%
248,714
-28,329
3641
$7.07M ﹤0.01%
1,089,461
+22,403
3642
$7.06M ﹤0.01%
149,593
+9,727
3643
$7.04M ﹤0.01%
157,920
+47,898
3644
$7.04M ﹤0.01%
185,660
+74,285
3645
$7.03M ﹤0.01%
734,753
+129,364
3646
$7.03M ﹤0.01%
395,436
+30,683
3647
$7.03M ﹤0.01%
721,710
-113,851
3648
$7.02M ﹤0.01%
358,040
+91,995
3649
$7.02M ﹤0.01%
1,221,595
+118,743
3650
$7.02M ﹤0.01%
402,918
+400,918
144 145
146
147 148