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
4001
$4.56M ﹤0.01%
432,603
-206,019
4002
$4.56M ﹤0.01%
1,617,156
+622,106
4003
$4.55M ﹤0.01%
899,651
+33,465
4004
$4.55M ﹤0.01%
30,149
-15,723
4005
$4.54M ﹤0.01%
137,850
+97,444
4006
$4.54M ﹤0.01%
286,319
-11,639
4007
$4.53M ﹤0.01%
1,293,181
+619,600
4008
$4.52M ﹤0.01%
581,368
+117,368
4009
$4.52M ﹤0.01%
77,124
-52,074
4010
$4.52M ﹤0.01%
319,019
+143,064
4011
$4.51M ﹤0.01%
91,270
-1,518
4012
$4.51M ﹤0.01%
798,941
-114,250
4013
$4.51M ﹤0.01%
503,425
-108
4014
$4.5M ﹤0.01%
290,618
+18,237
4015
$4.47M ﹤0.01%
644,677
-1,399,764
4016
$4.46M ﹤0.01%
268,875
-6,616
4017
$4.45M ﹤0.01%
292,306
+87,434
4018
$4.44M ﹤0.01%
440,042
-34,579
4019
$4.44M ﹤0.01%
111,460
+4,692
4020
$4.44M ﹤0.01%
413,993
-10,303
4021
$4.44M ﹤0.01%
3,335,751
-6,702,100
4022
$4.43M ﹤0.01%
3,330,540
+292,374
4023
$4.42M ﹤0.01%
71,110
+9,414
4024
$4.4M ﹤0.01%
253,735
+89,063
4025
$4.39M ﹤0.01%
2,454,286
-370,437
159 160
161
162 163