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
3651
$7.01M ﹤0.01%
92,271
+34,145
3652
$7M ﹤0.01%
287,823
-7,508
3653
$6.99M ﹤0.01%
164,055
+21,024
3654
$6.98M ﹤0.01%
157,050
-895
3655
$6.98M ﹤0.01%
551,738
-150,008
3656
$6.97M ﹤0.01%
460,292
+15,526
3657
$6.96M ﹤0.01%
621,787
-100,805
3658
$6.94M ﹤0.01%
110,644
-122,116
3659
$6.94M ﹤0.01%
293,620
+1,211
3660
$6.93M ﹤0.01%
576,586
-151,299
3661
$6.93M ﹤0.01%
403,128
-279,249
3662
$6.9M ﹤0.01%
611,061
-111,652
3663
$6.87M ﹤0.01%
380,029
-6,798
3664
$6.87M ﹤0.01%
269,221
-10,366
3665
$6.86M ﹤0.01%
741,127
-279,033
3666
$6.86M ﹤0.01%
378,908
+7,502
3667
$6.84M ﹤0.01%
1,693,622
+816,616
3668
$6.84M ﹤0.01%
549,593
-60,817
3669
$6.82M ﹤0.01%
504,446
-36,437
3670
$6.81M ﹤0.01%
280,188
-164,088
3671
$6.81M ﹤0.01%
810,937
-231,021
3672
$6.81M ﹤0.01%
48,198
+758
3673
$6.8M ﹤0.01%
137,501
+10,738
3674
$6.8M ﹤0.01%
507,553
+295,885
3675
$6.79M ﹤0.01%
141,548
+3,731
145 146
147
148 149