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
4026
$4.39M ﹤0.01%
1,498,934
+471,935
4027
$4.39M ﹤0.01%
545,972
+187,670
4028
$4.39M ﹤0.01%
429,810
+24,597
4029
$4.38M ﹤0.01%
70,235
+17,583
4030
$4.38M ﹤0.01%
790,172
+169,334
4031
$4.38M ﹤0.01%
283,354
-15,636
4032
$4.37M ﹤0.01%
442,757
-10,393
4033
$4.37M ﹤0.01%
2,749,597
+1,551,432
4034
$4.37M ﹤0.01%
1,754,344
+1,379,948
4035
$4.37M ﹤0.01%
84,997
+3,232
4036
$4.35M ﹤0.01%
710,933
-3,250,834
4037
$4.35M ﹤0.01%
52,742
-28,052
4038
$4.34M ﹤0.01%
796,515
+19,794
4039
$4.34M ﹤0.01%
268,783
-31,984
4040
$4.34M ﹤0.01%
46,831
+4,717
4041
$4.34M ﹤0.01%
380,661
-5,678
4042
$4.33M ﹤0.01%
286,106
-3,477
4043
$4.33M ﹤0.01%
472,288
-90,560
4044
$4.32M ﹤0.01%
92,975
+48,785
4045
$4.32M ﹤0.01%
437,800
-26,016
4046
$4.32M ﹤0.01%
733,947
+419,411
4047
$4.31M ﹤0.01%
120,369
-8,131
4048
$4.31M ﹤0.01%
721,315
+122,233
4049
$4.28M ﹤0.01%
962,045
+328,917
4050
$4.28M ﹤0.01%
2,794,190
+1,025,837
160 161
162
163 164