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
4151
$3.76M ﹤0.01%
542,474
+46,967
4152
$3.76M ﹤0.01%
183,569
+1,283
4153
$3.76M ﹤0.01%
113,979
-13,378
4154
$3.75M ﹤0.01%
127,448
-8,184
4155
$3.74M ﹤0.01%
2,041,600
-37,932
4156
$3.73M ﹤0.01%
498,512
-200,377
4157
$3.73M ﹤0.01%
138,130
+12,617
4158
$3.73M ﹤0.01%
39,622
+9,437
4159
$3.72M ﹤0.01%
186,114
-114,989
4160
$3.72M ﹤0.01%
626,599
+100,866
4161
$3.71M ﹤0.01%
3,147,730
-32,700
4162
$3.71M ﹤0.01%
80,818
-23,331
4163
$3.71M ﹤0.01%
2,917,780
-137,013
4164
$3.7M ﹤0.01%
40,825
-2,121
4165
$3.7M ﹤0.01%
98,735
-10,763
4166
$3.69M ﹤0.01%
256,120
-48,885
4167
$3.69M ﹤0.01%
392,333
-103,480
4168
$3.69M ﹤0.01%
359,716
-1,794
4169
$3.68M ﹤0.01%
322,279
-552,755
4170
$3.68M ﹤0.01%
262,489
-172,045
4171
$3.68M ﹤0.01%
42,322
-202,432
4172
$3.67M ﹤0.01%
188,329
+17,302
4173
$3.67M ﹤0.01%
149,302
+5,181
4174
$3.67M ﹤0.01%
1,035,527
+32,949
4175
$3.66M ﹤0.01%
428,665
+302,850
165 166
167
168 169