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
4326
$2.98M ﹤0.01%
30,047
-4,688
4327
$2.97M ﹤0.01%
887,738
+617,381
4328
$2.96M ﹤0.01%
21,463
+5
4329
$2.95M ﹤0.01%
38,936
-578
4330
$2.95M ﹤0.01%
774,594
-63,852
4331
$2.95M ﹤0.01%
1,561,313
+139,977
4332
$2.95M ﹤0.01%
57,931
-63,848
4333
$2.95M ﹤0.01%
271,566
-159,000
4334
$2.94M ﹤0.01%
228,570
+218,669
4335
$2.93M ﹤0.01%
358,212
+307,162
4336
$2.93M ﹤0.01%
1,638,837
-6,659
4337
$2.93M ﹤0.01%
42,559
-244
4338
$2.93M ﹤0.01%
104,902
+64,844
4339
$2.92M ﹤0.01%
+17,500
4340
$2.92M ﹤0.01%
438,772
+430,579
4341
$2.91M ﹤0.01%
211,149
+94,329
4342
$2.91M ﹤0.01%
2,111,302
+1,284,325
4343
$2.91M ﹤0.01%
591,885
+247,562
4344
$2.9M ﹤0.01%
197,654
+791
4345
$2.89M ﹤0.01%
681,003
+289,970
4346
$2.89M ﹤0.01%
579,715
+59,069
4347
$2.89M ﹤0.01%
35,553
-1,844
4348
$2.88M ﹤0.01%
94,047
-5,654
4349
$2.88M ﹤0.01%
329,308
-260,573
4350
$2.88M ﹤0.01%
87,123
-6,722
172 173
174
175 176