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
3976
$4.69M ﹤0.01%
161,997
-107,950
3977
$4.68M ﹤0.01%
338,704
+285,470
3978
$4.68M ﹤0.01%
127,717
+20,605
3979
$4.67M ﹤0.01%
444,765
+57,843
3980
$4.67M ﹤0.01%
195,062
-7,079
3981
$4.66M ﹤0.01%
280,352
+78,178
3982
$4.66M ﹤0.01%
732,754
-497,823
3983
$4.66M ﹤0.01%
213,448
+48,987
3984
$4.66M ﹤0.01%
64,350
-504
3985
$4.66M ﹤0.01%
3,167,942
+1,838,554
3986
$4.66M ﹤0.01%
2,822,183
-241,238
3987
$4.66M ﹤0.01%
173,273
-4,641
3988
$4.65M ﹤0.01%
395,029
-16,557
3989
$4.64M ﹤0.01%
112,521
-130,525
3990
$4.63M ﹤0.01%
146,119
-58,138
3991
$4.62M ﹤0.01%
457,855
-75,368
3992
$4.61M ﹤0.01%
474,255
-14,982
3993
$4.6M ﹤0.01%
366,550
-53,892
3994
$4.6M ﹤0.01%
148,512
+44,973
3995
$4.6M ﹤0.01%
155,344
+75,069
3996
$4.6M ﹤0.01%
108,356
+5,003
3997
$4.59M ﹤0.01%
158,275
-82,494
3998
$4.59M ﹤0.01%
197,218
-49,560
3999
$4.58M ﹤0.01%
268,123
+12,146
4000
$4.57M ﹤0.01%
87,631
-17,846
158 159
160
161 162