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
4051
$4.27M ﹤0.01%
209,728
+1,818
4052
$4.27M ﹤0.01%
147,535
+277
4053
$4.27M ﹤0.01%
488,718
+263,419
4054
$4.26M ﹤0.01%
86,045
+20,165
4055
$4.26M ﹤0.01%
2,647,405
+948,402
4056
$4.26M ﹤0.01%
159,163
-2,981
4057
$4.25M ﹤0.01%
202,756
-2,915
4058
$4.24M ﹤0.01%
461,630
+125,849
4059
$4.24M ﹤0.01%
398,867
+109,789
4060
$4.24M ﹤0.01%
2,842,535
-447,033
4061
$4.23M ﹤0.01%
27,289
+1,183
4062
$4.22M ﹤0.01%
119,236
-59,755
4063
$4.22M ﹤0.01%
214,558
-5,595
4064
$4.22M ﹤0.01%
642,253
+361,555
4065
$4.2M ﹤0.01%
811,990
+639,237
4066
$4.19M ﹤0.01%
20,958
-2,533
4067
$4.19M ﹤0.01%
2,313,769
+59,875
4068
$4.19M ﹤0.01%
97,549
+67,891
4069
$4.18M ﹤0.01%
412,589
+88,932
4070
$4.17M ﹤0.01%
2,499,102
+2,178,330
4071
$4.16M ﹤0.01%
306,235
+30,765
4072
$4.16M ﹤0.01%
187,088
+31,296
4073
$4.16M ﹤0.01%
193,596
-2,460
4074
$4.16M ﹤0.01%
452,513
-31,158
4075
$4.16M ﹤0.01%
1,121,375
-181,127
161 162
163
164 165