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
3801
$5.89M ﹤0.01%
971,798
-290,786
3802
$5.88M ﹤0.01%
389,432
-21,732
3803
$5.88M ﹤0.01%
269,999
+146,071
3804
$5.88M ﹤0.01%
510,673
+18,194
3805
$5.88M ﹤0.01%
405,601
-10,272
3806
$5.86M ﹤0.01%
157,042
+6,694
3807
$5.85M ﹤0.01%
366,618
+202,008
3808
$5.84M ﹤0.01%
273,055
+98,815
3809
$5.83M ﹤0.01%
178,965
+93,393
3810
$5.83M ﹤0.01%
312,216
+41,131
3811
$5.82M ﹤0.01%
1,589,569
+739,611
3812
$5.81M ﹤0.01%
55,381
-6,262
3813
$5.8M ﹤0.01%
150,259
-8,757
3814
$5.79M ﹤0.01%
116,451
+24,861
3815
$5.79M ﹤0.01%
450,616
+28,855
3816
$5.78M ﹤0.01%
290,970
-35,393
3817
$5.76M ﹤0.01%
69,138
-607
3818
$5.76M ﹤0.01%
360,450
-66,821
3819
$5.76M ﹤0.01%
466,631
-246,069
3820
$5.75M ﹤0.01%
91,627
+17,937
3821
$5.74M ﹤0.01%
124,713
-36,425
3822
$5.72M ﹤0.01%
207,948
+102,867
3823
$5.72M ﹤0.01%
118,667
+14,614
3824
$5.72M ﹤0.01%
1,051,353
-762,981
3825
$5.72M ﹤0.01%
400,375
+38,671
151 152
153
154 155