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
3726
$6.43M ﹤0.01%
213,483
-32,383
3727
$6.42M ﹤0.01%
1,340,503
+724,082
3728
$6.42M ﹤0.01%
206,078
+81,394
3729
$6.42M ﹤0.01%
556,107
-72,216
3730
$6.42M ﹤0.01%
570,368
-132,177
3731
$6.42M ﹤0.01%
401,507
+15,820
3732
$6.41M ﹤0.01%
43,177
-2,838
3733
$6.41M ﹤0.01%
364,072
-41,091
3734
$6.41M ﹤0.01%
417,515
-69,600
3735
$6.4M ﹤0.01%
1,521,323
-1,660,404
3736
$6.39M ﹤0.01%
635,052
-43,363
3737
$6.38M ﹤0.01%
1,374,053
+353,394
3738
$6.36M ﹤0.01%
247,692
+30,234
3739
$6.35M ﹤0.01%
201,097
-1,454
3740
$6.35M ﹤0.01%
145,704
3741
$6.35M ﹤0.01%
876,887
-11,001
3742
$6.34M ﹤0.01%
434,501
-463,338
3743
$6.33M ﹤0.01%
258,208
+41,495
3744
$6.33M ﹤0.01%
520,756
+216,824
3745
$6.31M ﹤0.01%
1,016,403
+85,143
3746
$6.31M ﹤0.01%
98,358
+16,746
3747
$6.31M ﹤0.01%
130,565
-8,479
3748
$6.3M ﹤0.01%
83,080
-26,030
3749
$6.3M ﹤0.01%
497,955
-244,958
3750
$6.29M ﹤0.01%
208,091
-81,910
148 149
150
151 152