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
4276
$3.17M ﹤0.01%
419,320
-44,321
4277
$3.16M ﹤0.01%
464,624
-57,990
4278
$3.15M ﹤0.01%
107,931
-11,152
4279
$3.15M ﹤0.01%
178,981
+11,625
4280
$3.14M ﹤0.01%
405,066
+233,231
4281
$3.14M ﹤0.01%
109,042
-3,903
4282
$3.14M ﹤0.01%
115,513
-18,880
4283
$3.13M ﹤0.01%
992,974
-2,556,582
4284
$3.13M ﹤0.01%
469,551
+72,474
4285
$3.12M ﹤0.01%
113,779
-107,837
4286
$3.11M ﹤0.01%
189,178
-263,799
4287
$3.11M ﹤0.01%
1,910,219
+7,154
4288
$3.11M ﹤0.01%
344,365
+3,896
4289
$3.11M ﹤0.01%
615,784
+56,471
4290
$3.11M ﹤0.01%
116,017
-14,918
4291
$3.11M ﹤0.01%
160,010
+14,006
4292
$3.11M ﹤0.01%
562,851
+112,288
4293
$3.1M ﹤0.01%
2,155,936
+496,285
4294
$3.09M ﹤0.01%
230,910
-16,624
4295
$3.09M ﹤0.01%
60,897
-71,294
4296
$3.09M ﹤0.01%
162,907
+60,404
4297
$3.07M ﹤0.01%
856,095
-79,371
4298
$3.06M ﹤0.01%
60,502
-4,290
4299
$3.06M ﹤0.01%
275,266
-17,646
4300
$3.06M ﹤0.01%
208,610
-30,768
170 171
172
173 174