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
3701
$6.63M ﹤0.01%
167,682
+9,813
3702
$6.63M ﹤0.01%
844,678
+218,841
3703
$6.63M ﹤0.01%
26,077
-227
3704
$6.62M ﹤0.01%
727,528
-131,486
3705
$6.61M ﹤0.01%
230,167
-9,397
3706
$6.61M ﹤0.01%
198,359
+4,729
3707
$6.61M ﹤0.01%
210,208
+182,460
3708
$6.58M ﹤0.01%
186,335
-734
3709
$6.57M ﹤0.01%
471,072
-308,959
3710
$6.56M ﹤0.01%
75,712
+27,073
3711
$6.55M ﹤0.01%
340,733
-2,899
3712
$6.54M ﹤0.01%
582,485
+36,486
3713
$6.53M ﹤0.01%
193,343
+83,458
3714
$6.53M ﹤0.01%
265,573
-54,876
3715
$6.52M ﹤0.01%
281,786
-18,453
3716
$6.49M ﹤0.01%
111,008
+2,214
3717
$6.49M ﹤0.01%
97,489
-34,238
3718
$6.48M ﹤0.01%
209,760
-666,791
3719
$6.48M ﹤0.01%
237,489
-15,364
3720
$6.47M ﹤0.01%
93,696
-46,215
3721
$6.47M ﹤0.01%
199,847
-93,288
3722
$6.47M ﹤0.01%
978,740
-55,902
3723
$6.46M ﹤0.01%
106,686
-3,497
3724
$6.45M ﹤0.01%
301,611
+128,655
3725
$6.43M ﹤0.01%
69,374
-16,897
147 148
149
150 151