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
4076
$4.16M ﹤0.01%
418,860
+169,746
4077
$4.16M ﹤0.01%
1,006,614
+325,059
4078
$4.15M ﹤0.01%
495,535
+77,416
4079
$4.14M ﹤0.01%
204,282
-33,467
4080
$4.14M ﹤0.01%
742,363
+274,140
4081
$4.14M ﹤0.01%
118,660
-7,688
4082
$4.13M ﹤0.01%
97,356
-778
4083
$4.13M ﹤0.01%
178,714
+60,174
4084
$4.1M ﹤0.01%
82,530
-1,463
4085
$4.1M ﹤0.01%
816,270
-227,260
4086
$4.09M ﹤0.01%
78,162
-6,464
4087
$4.09M ﹤0.01%
220,893
-271,099
4088
$4.08M ﹤0.01%
229,817
-385,923
4089
$4.07M ﹤0.01%
98,202
-32,669
4090
$4.07M ﹤0.01%
385,622
+43,124
4091
$4.06M ﹤0.01%
163,882
-33,353
4092
$4.06M ﹤0.01%
216,556
+10,689
4093
$4.05M ﹤0.01%
171,442
-38,312
4094
$4.05M ﹤0.01%
189,955
+87,735
4095
$4.04M ﹤0.01%
317,445
-397,610
4096
$4.04M ﹤0.01%
502,163
-44,376
4097
$4.04M ﹤0.01%
308,741
+67,025
4098
$4.03M ﹤0.01%
392,417
+39,864
4099
$4.03M ﹤0.01%
17,017
-908
4100
$4.03M ﹤0.01%
194,059
-22,503
162 163
164
165 166