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
4226
$3.38M ﹤0.01%
339,238
-21,951
4227
$3.37M ﹤0.01%
67,203
+46,330
4228
$3.37M ﹤0.01%
208,640
-22,203
4229
$3.37M ﹤0.01%
55,448
+12,988
4230
$3.36M ﹤0.01%
250,771
-23,769
4231
$3.35M ﹤0.01%
312,907
+6,469
4232
$3.35M ﹤0.01%
436,828
+83,049
4233
$3.33M ﹤0.01%
111,979
-54,409
4234
$3.33M ﹤0.01%
870,881
+308,370
4235
$3.31M ﹤0.01%
168,516
-109,393
4236
$3.31M ﹤0.01%
5,828
+320
4237
$3.31M ﹤0.01%
644,677
-590,808
4238
$3.31M ﹤0.01%
158,540
+30,748
4239
$3.3M ﹤0.01%
50,427
+4,873
4240
$3.3M ﹤0.01%
333,882
+35,956
4241
$3.3M ﹤0.01%
195,628
-7,013
4242
$3.29M ﹤0.01%
420,770
+55,396
4243
$3.28M ﹤0.01%
125,289
+54,196
4244
$3.27M ﹤0.01%
212,238
-688
4245
$3.27M ﹤0.01%
714,500
-46,042
4246
$3.27M ﹤0.01%
102,313
-10,139
4247
$3.27M ﹤0.01%
161,468
+18,513
4248
$3.27M ﹤0.01%
1,439,165
+610,336
4249
$3.26M ﹤0.01%
186,817
-6,104
4250
$3.26M ﹤0.01%
112,050
+25,730
168 169
170
171 172