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
4101
$4.02M ﹤0.01%
811,173
+295,485
4102
$4.01M ﹤0.01%
318,254
+116,274
4103
$4.01M ﹤0.01%
106,044
+43,584
4104
$4M ﹤0.01%
366,254
+93,347
4105
$3.99M ﹤0.01%
566,310
-40,601
4106
$3.98M ﹤0.01%
447,687
-36,290
4107
$3.96M ﹤0.01%
144,137
+59,782
4108
$3.96M ﹤0.01%
1,003,045
+82,375
4109
$3.96M ﹤0.01%
148,584
-19,150
4110
$3.96M ﹤0.01%
95,897
+26,197
4111
$3.96M ﹤0.01%
99,623
+42,468
4112
$3.95M ﹤0.01%
634,643
-100,527
4113
$3.95M ﹤0.01%
293,947
-195,605
4114
$3.95M ﹤0.01%
382,168
+30,513
4115
$3.94M ﹤0.01%
336,556
+3,812
4116
$3.92M ﹤0.01%
270,833
-266,370
4117
$3.91M ﹤0.01%
180,522
-1,884
4118
$3.9M ﹤0.01%
1,511,905
+568,357
4119
$3.89M ﹤0.01%
515,850
-87,505
4120
$3.89M ﹤0.01%
3,085,883
-232,556
4121
$3.88M ﹤0.01%
215,055
+31,129
4122
$3.88M ﹤0.01%
489,601
+184,600
4123
$3.87M ﹤0.01%
232,987
+14,284
4124
$3.87M ﹤0.01%
34,536
+271
4125
$3.87M ﹤0.01%
87,317
-10,165
163 164
165
166 167