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
3951
$4.86M ﹤0.01%
253,157
-43,422
3952
$4.86M ﹤0.01%
413,347
+78,502
3953
$4.86M ﹤0.01%
2,198,354
+388,189
3954
$4.84M ﹤0.01%
+97,285
3955
$4.84M ﹤0.01%
88,030
+1,822
3956
$4.84M ﹤0.01%
42,410
+1,426
3957
$4.83M ﹤0.01%
186,396
+71,966
3958
$4.83M ﹤0.01%
4,735,648
+136,894
3959
$4.83M ﹤0.01%
527,157
-85,043
3960
$4.82M ﹤0.01%
1,351,356
+511,939
3961
$4.82M ﹤0.01%
78,323
-5,135
3962
$4.82M ﹤0.01%
94,410
-344,166
3963
$4.81M ﹤0.01%
227,899
-19,469
3964
$4.8M ﹤0.01%
526,269
+72,633
3965
$4.8M ﹤0.01%
365,686
-124,001
3966
$4.76M ﹤0.01%
67,261
-6,067
3967
$4.75M ﹤0.01%
203,781
+21,323
3968
$4.75M ﹤0.01%
54,597
+22,535
3969
$4.74M ﹤0.01%
1,009,383
-52,439
3970
$4.74M ﹤0.01%
98,280
+22,601
3971
$4.74M ﹤0.01%
202,195
+160,675
3972
$4.74M ﹤0.01%
149,923
-52,989
3973
$4.74M ﹤0.01%
260,808
+257,378
3974
$4.73M ﹤0.01%
74,231
+667
3975
$4.72M ﹤0.01%
169,391
+166,348
157 158
159
160 161