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
4351
$2.87M ﹤0.01%
170,663
-37,528
4352
$2.87M ﹤0.01%
473,057
+148,039
4353
$2.86M ﹤0.01%
215,917
+38,535
4354
$2.85M ﹤0.01%
1,072,836
-110,035
4355
$2.85M ﹤0.01%
86,749
-26,953
4356
$2.85M ﹤0.01%
743,815
+30,166
4357
$2.84M ﹤0.01%
1,466,370
-971,457
4358
$2.84M ﹤0.01%
613,697
-165,835
4359
$2.83M ﹤0.01%
144,198
+15,726
4360
$2.83M ﹤0.01%
111,797
+2,304
4361
$2.82M ﹤0.01%
845,335
-1,229
4362
$2.82M ﹤0.01%
289,478
-142,456
4363
$2.82M ﹤0.01%
190,694
-47,550
4364
$2.82M ﹤0.01%
278,587
+14,637
4365
$2.8M ﹤0.01%
347,355
-24,372
4366
$2.8M ﹤0.01%
775,786
+711,149
4367
$2.8M ﹤0.01%
1,520,136
+1,246,051
4368
$2.79M ﹤0.01%
189,843
-136,531
4369
$2.79M ﹤0.01%
238,895
-6,348
4370
$2.79M ﹤0.01%
112,137
+9,647
4371
$2.78M ﹤0.01%
268,245
-28,188
4372
$2.77M ﹤0.01%
261,141
-201,151
4373
$2.77M ﹤0.01%
109,699
+4,664
4374
$2.77M ﹤0.01%
209,019
+53,932
4375
$2.76M ﹤0.01%
65,757
-6,281
173 174
175
176 177