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
3826
$5.71M ﹤0.01%
2,249,999
-5,868
3827
$5.7M ﹤0.01%
249,038
-30,439
3828
$5.66M ﹤0.01%
157,299
-7,079
3829
$5.64M ﹤0.01%
110,614
-44,172
3830
$5.64M ﹤0.01%
126,754
+20,946
3831
$5.63M ﹤0.01%
236,335
+20,204
3832
$5.63M ﹤0.01%
172,363
-23,506
3833
$5.63M ﹤0.01%
380,459
+119,946
3834
$5.62M ﹤0.01%
824,993
-1,587
3835
$5.62M ﹤0.01%
314,679
-10,042
3836
$5.61M ﹤0.01%
54,918
-12,348
3837
$5.61M ﹤0.01%
1,684,652
-149,427
3838
$5.56M ﹤0.01%
240,282
+32,729
3839
$5.56M ﹤0.01%
199,709
+6,952
3840
$5.55M ﹤0.01%
67,346
-1,682
3841
$5.55M ﹤0.01%
745,395
-1,070,859
3842
$5.55M ﹤0.01%
565,272
+293,474
3843
$5.55M ﹤0.01%
727,966
-78,583
3844
$5.54M ﹤0.01%
745,185
-31,505
3845
$5.53M ﹤0.01%
182,953
+182,952
3846
$5.52M ﹤0.01%
1,147,417
+36,834
3847
$5.52M ﹤0.01%
465,348
+195,046
3848
$5.51M ﹤0.01%
674,054
+206,603
3849
$5.5M ﹤0.01%
348,399
-31,502
3850
$5.5M ﹤0.01%
1,351,286
-560,332
152 153
154
155 156