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
3851
$5.5M ﹤0.01%
2,510,876
+2,178,199
3852
$5.5M ﹤0.01%
482,205
+52,106
3853
$5.48M ﹤0.01%
123,551
-48,972
3854
$5.47M ﹤0.01%
228,454
+27,475
3855
$5.45M ﹤0.01%
208,095
+41,116
3856
$5.4M ﹤0.01%
91,972
-17,469
3857
$5.4M ﹤0.01%
851,702
-49,765
3858
$5.38M ﹤0.01%
338,213
+26,746
3859
$5.37M ﹤0.01%
964,282
+796,698
3860
$5.37M ﹤0.01%
520,999
+89,681
3861
$5.36M ﹤0.01%
46,424
+11,713
3862
$5.36M ﹤0.01%
456,906
-798,002
3863
$5.36M ﹤0.01%
1,300,770
+338,659
3864
$5.35M ﹤0.01%
122,502
-52,422
3865
$5.35M ﹤0.01%
411,148
-211,244
3866
$5.35M ﹤0.01%
1,502,522
+96,308
3867
$5.34M ﹤0.01%
170,761
-7,302,523
3868
$5.34M ﹤0.01%
253,581
-119,275
3869
$5.33M ﹤0.01%
84,114
+13,507
3870
$5.32M ﹤0.01%
124,558
+4,620
3871
$5.32M ﹤0.01%
226,212
-13,555
3872
$5.31M ﹤0.01%
272,973
+14,092
3873
$5.31M ﹤0.01%
781,399
-174,445
3874
$5.31M ﹤0.01%
1,622,398
-15,618
3875
$5.29M ﹤0.01%
62,359
+9,984
153 154
155
156 157