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
3676
$6.78M ﹤0.01%
202,220
-163,702
3677
$6.77M ﹤0.01%
721,682
+153,789
3678
$6.76M ﹤0.01%
1,910,088
+1,577,434
3679
$6.75M ﹤0.01%
151,282
-20,054
3680
$6.75M ﹤0.01%
642,602
-365,074
3681
$6.75M ﹤0.01%
216,069
+15,962
3682
$6.73M ﹤0.01%
197,110
-3,490
3683
$6.73M ﹤0.01%
429,501
-98,296
3684
$6.72M ﹤0.01%
266,901
-81,120
3685
$6.7M ﹤0.01%
228,278
+111,670
3686
$6.69M ﹤0.01%
137,786
+52,026
3687
$6.68M ﹤0.01%
176,010
+3,150
3688
$6.68M ﹤0.01%
166,001
+23,343
3689
$6.67M ﹤0.01%
612,289
-69,672
3690
$6.67M ﹤0.01%
176,637
+42,168
3691
$6.67M ﹤0.01%
387,694
+5,076
3692
$6.67M ﹤0.01%
706,978
+253,159
3693
$6.66M ﹤0.01%
560,509
-11,360
3694
$6.66M ﹤0.01%
240,004
+1,661
3695
$6.66M ﹤0.01%
234,867
+44,910
3696
$6.66M ﹤0.01%
1,466,573
+254,569
3697
$6.65M ﹤0.01%
921,822
-373,763
3698
$6.65M ﹤0.01%
259,588
-92,013
3699
$6.64M ﹤0.01%
266,692
+240,858
3700
$6.63M ﹤0.01%
279,069
+6,175
146 147
148
149 150