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
3876
$5.29M ﹤0.01%
240,478
-216,696
3877
$5.29M ﹤0.01%
432,512
+93,871
3878
$5.28M ﹤0.01%
309,197
+2,620
3879
$5.27M ﹤0.01%
468,818
-525,819
3880
$5.25M ﹤0.01%
312,742
+118,236
3881
$5.25M ﹤0.01%
416,193
+61,191
3882
$5.25M ﹤0.01%
437,274
-10,549
3883
$5.24M ﹤0.01%
531,178
+41,986
3884
$5.22M ﹤0.01%
311,341
+121,644
3885
$5.22M ﹤0.01%
912,914
-257,452
3886
$5.22M ﹤0.01%
177,540
+45,839
3887
$5.22M ﹤0.01%
611,975
+274,916
3888
$5.22M ﹤0.01%
81,389
-2,731
3889
$5.21M ﹤0.01%
2,076,062
-6,342
3890
$5.2M ﹤0.01%
165,774
+20,443
3891
$5.19M ﹤0.01%
73,561
-12,010
3892
$5.19M ﹤0.01%
1,713,188
+101,621
3893
$5.19M ﹤0.01%
678,885
+86,214
3894
$5.18M ﹤0.01%
155,561
-123,449
3895
$5.18M ﹤0.01%
19,885
+9,781
3896
$5.17M ﹤0.01%
76,162
-14,367
3897
$5.16M ﹤0.01%
129,964
-19,678
3898
$5.16M ﹤0.01%
148,174
-23,667
3899
$5.16M ﹤0.01%
3,350,578
+423,531
3900
$5.16M ﹤0.01%
387,878
+151,942
154 155
156
157 158