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
4301
$3.05M ﹤0.01%
108,649
+5,709
4302
$3.05M ﹤0.01%
127,872
-57,552
4303
$3.05M ﹤0.01%
120,773
+30,266
4304
$3.05M ﹤0.01%
1,005,118
+483,030
4305
$3.04M ﹤0.01%
1,289,141
+370,829
4306
$3.04M ﹤0.01%
584,851
+125,329
4307
$3.04M ﹤0.01%
74,324
-4,662
4308
$3.04M ﹤0.01%
398,954
+11,982
4309
$3.04M ﹤0.01%
164,391
+3,388
4310
$3.04M ﹤0.01%
192,095
-15,234
4311
$3.03M ﹤0.01%
273,207
-97,538
4312
$3.02M ﹤0.01%
29,168
-21,834
4313
$3.02M ﹤0.01%
153,227
-4,742
4314
$3.02M ﹤0.01%
257,963
-18,096
4315
$3.01M ﹤0.01%
3,543,384
+3,512,737
4316
$3.01M ﹤0.01%
800,863
-25,420
4317
$3.01M ﹤0.01%
149,806
+117,398
4318
$3M ﹤0.01%
67,932
-8,847
4319
$2.99M ﹤0.01%
161,167
-103,229
4320
$2.99M ﹤0.01%
108,671
-3,107
4321
$2.99M ﹤0.01%
270,704
-2,078
4322
$2.99M ﹤0.01%
33,127
-5,413
4323
$2.98M ﹤0.01%
55,811
+15,273
4324
$2.98M ﹤0.01%
97,430
+9,180
4325
$2.98M ﹤0.01%
456,007
-308,860
171 172
173
174 175