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
3926
$5M ﹤0.01%
110,741
-634
3927
$4.99M ﹤0.01%
576,093
+217,303
3928
$4.99M ﹤0.01%
140,554
+80,803
3929
$4.98M ﹤0.01%
1,582,469
+68,246
3930
$4.98M ﹤0.01%
+100,000
3931
$4.98M ﹤0.01%
219,226
-9,262
3932
$4.98M ﹤0.01%
133,613
-153,221
3933
$4.97M ﹤0.01%
507,491
+65,811
3934
$4.96M ﹤0.01%
1,511,194
+831,861
3935
$4.95M ﹤0.01%
520,158
-142,523
3936
$4.93M ﹤0.01%
350,982
-128,691
3937
$4.93M ﹤0.01%
194,411
-347,440
3938
$4.92M ﹤0.01%
638,810
-119,916
3939
$4.9M ﹤0.01%
560,709
+9,112
3940
$4.9M ﹤0.01%
+200,000
3941
$4.89M ﹤0.01%
37,428
+29,756
3942
$4.89M ﹤0.01%
301,092
+30,889
3943
$4.89M ﹤0.01%
114,342
+22,889
3944
$4.88M ﹤0.01%
123,278
+5,415
3945
$4.88M ﹤0.01%
386,710
-45,113
3946
$4.88M ﹤0.01%
281,030
-486,341
3947
$4.87M ﹤0.01%
129,634
-55,529
3948
$4.87M ﹤0.01%
125,703
+18,792
3949
$4.87M ﹤0.01%
113,081
-27,728
3950
$4.87M ﹤0.01%
435,236
+4,953
156 157
158
159 160