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
3776
$6.12M ﹤0.01%
336,953
-334,761
3777
$6.11M ﹤0.01%
858,896
+515,327
3778
$6.09M ﹤0.01%
1,140,932
-406,371
3779
$6.06M ﹤0.01%
498,978
-223,776
3780
$6.06M ﹤0.01%
372,305
+78,399
3781
$6.06M ﹤0.01%
290,938
+46,282
3782
$6.04M ﹤0.01%
538,517
+127,946
3783
$6.04M ﹤0.01%
247,542
+1,952
3784
$6.04M ﹤0.01%
+167,640
3785
$6.04M ﹤0.01%
354,631
+106,686
3786
$6.04M ﹤0.01%
953,506
+252,145
3787
$6.03M ﹤0.01%
577,732
-324,687
3788
$6.02M ﹤0.01%
98,237
+11,464
3789
$6.02M ﹤0.01%
365,799
+91,404
3790
$6.02M ﹤0.01%
783,781
-925,579
3791
$6.02M ﹤0.01%
57,374
+3,538
3792
$6.02M ﹤0.01%
232,805
+28,747
3793
$6M ﹤0.01%
183,360
-23,669
3794
$5.98M ﹤0.01%
503,546
+54,166
3795
$5.97M ﹤0.01%
1,024,477
+774,876
3796
$5.97M ﹤0.01%
284,105
-162,469
3797
$5.95M ﹤0.01%
235,009
+1,875
3798
$5.94M ﹤0.01%
255,256
+11,514
3799
$5.9M ﹤0.01%
1,214,937
+683,974
3800
$5.89M ﹤0.01%
340,284
+110,683
150 151
152
153 154