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
4251
$3.26M ﹤0.01%
1,524,281
-84,855
4252
$3.26M ﹤0.01%
1,168,264
-115,287
4253
$3.25M ﹤0.01%
77,527
+21,188
4254
$3.25M ﹤0.01%
620,578
-16,813
4255
$3.24M ﹤0.01%
170,525
+52,571
4256
$3.23M ﹤0.01%
645,525
+118,147
4257
$3.23M ﹤0.01%
145,329
+8,407
4258
$3.23M ﹤0.01%
62,052
-40,075
4259
$3.23M ﹤0.01%
398,849
+56,463
4260
$3.23M ﹤0.01%
155,343
+87,430
4261
$3.22M ﹤0.01%
73,957
+34,530
4262
$3.22M ﹤0.01%
95,459
+10,065
4263
$3.21M ﹤0.01%
97,280
+8,430
4264
$3.21M ﹤0.01%
55,975
+5,885
4265
$3.2M ﹤0.01%
225,331
+4,384
4266
$3.2M ﹤0.01%
30,081
-705
4267
$3.2M ﹤0.01%
127,128
+3,465
4268
$3.19M ﹤0.01%
775,563
+34,391
4269
$3.18M ﹤0.01%
138,621
+7,304
4270
$3.18M ﹤0.01%
137,999
-2,581
4271
$3.18M ﹤0.01%
70,322
+6,762
4272
$3.18M ﹤0.01%
72,831
+11,648
4273
$3.17M ﹤0.01%
279,436
+257,800
4274
$3.17M ﹤0.01%
90,616
-31,381
4275
$3.17M ﹤0.01%
296,924
+16,136
169 170
171
172 173