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
4601
$1.97M ﹤0.01%
485,035
-508,597
4602
$1.97M ﹤0.01%
89,682
-10,160
4603
$1.97M ﹤0.01%
584,950
+4,696
4604
$1.96M ﹤0.01%
131,291
+1,019
4605
$1.96M ﹤0.01%
165,971
-58,326
4606
$1.96M ﹤0.01%
57,724
+17,657
4607
$1.96M ﹤0.01%
1,540,623
+233,428
4608
$1.95M ﹤0.01%
87,644
-12,552
4609
$1.94M ﹤0.01%
33,037
+14,372
4610
$1.94M ﹤0.01%
304,789
+102,231
4611
$1.94M ﹤0.01%
168,317
-55,907
4612
$1.94M ﹤0.01%
197,876
-9,408
4613
$1.94M ﹤0.01%
162,142
-15,974
4614
$1.94M ﹤0.01%
81,491
+81,368
4615
$1.94M ﹤0.01%
304,578
-142,733
4616
$1.94M ﹤0.01%
243,845
-14,708
4617
$1.93M ﹤0.01%
209,171
+2,068
4618
$1.93M ﹤0.01%
1,408,387
-402,156
4619
$1.93M ﹤0.01%
263,298
+47,069
4620
$1.92M ﹤0.01%
250,617
-250,749
4621
$1.92M ﹤0.01%
1,881,261
+1,528,514
4622
$1.92M ﹤0.01%
224,951
+70,191
4623
$1.91M ﹤0.01%
250,583
-14,011
4624
$1.91M ﹤0.01%
39,799
+29,918
4625
$1.91M ﹤0.01%
70,178
-37,974
183 184
185
186 187