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
4126
$3.87M ﹤0.01%
217,818
+12,659
4127
$3.87M ﹤0.01%
1,039,306
+2,047
4128
$3.86M ﹤0.01%
29,255
+8,573
4129
$3.86M ﹤0.01%
143,002
-14,464
4130
$3.86M ﹤0.01%
454,734
+21,938
4131
$3.86M ﹤0.01%
353,115
-54,305
4132
$3.85M ﹤0.01%
130,641
-274,184
4133
$3.85M ﹤0.01%
637,717
-103,799
4134
$3.85M ﹤0.01%
149,820
-7,110
4135
$3.85M ﹤0.01%
1,350,941
+1,188,121
4136
$3.84M ﹤0.01%
88,254
+2,219
4137
$3.82M ﹤0.01%
759,037
-95,698
4138
$3.81M ﹤0.01%
83,494
+4,443
4139
$3.81M ﹤0.01%
538,180
+76,211
4140
$3.8M ﹤0.01%
2,734,716
-117,403
4141
$3.8M ﹤0.01%
51,946
+15,111
4142
$3.8M ﹤0.01%
509,976
+97,972
4143
$3.79M ﹤0.01%
448,824
+54,814
4144
$3.79M ﹤0.01%
1,424,671
-17,150
4145
$3.79M ﹤0.01%
462,706
-110,948
4146
$3.79M ﹤0.01%
1,258,973
-398,516
4147
$3.78M ﹤0.01%
350,763
+306,995
4148
$3.78M ﹤0.01%
102,788
+5,589
4149
$3.78M ﹤0.01%
355,937
+197,643
4150
$3.77M ﹤0.01%
776,339
+4,185
164 165
166
167 168