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
4376
$2.76M ﹤0.01%
68,157
-16,129
4377
$2.75M ﹤0.01%
807,387
-90,366
4378
$2.75M ﹤0.01%
+49,988
4379
$2.75M ﹤0.01%
283,861
-20,367
4380
$2.75M ﹤0.01%
937,385
+347,732
4381
$2.75M ﹤0.01%
61,714
+3,301
4382
$2.74M ﹤0.01%
295,606
-43,956
4383
$2.73M ﹤0.01%
604,900
+210,970
4384
$2.73M ﹤0.01%
79,323
-40,687
4385
$2.73M ﹤0.01%
215,135
-16,149
4386
$2.72M ﹤0.01%
677,623
+41,043
4387
$2.72M ﹤0.01%
893,686
+26,559
4388
$2.71M ﹤0.01%
40,209
+30,579
4389
$2.71M ﹤0.01%
20,182
+2,700
4390
$2.7M ﹤0.01%
49,968
+5,183
4391
$2.7M ﹤0.01%
449,532
-53,646
4392
$2.7M ﹤0.01%
84,481
-11,249
4393
$2.7M ﹤0.01%
59,693
+11,825
4394
$2.69M ﹤0.01%
176,763
-132,617
4395
$2.69M ﹤0.01%
116,901
-31,615
4396
$2.69M ﹤0.01%
125,143
+29,555
4397
$2.69M ﹤0.01%
456,129
+95,807
4398
$2.69M ﹤0.01%
428,447
+183,104
4399
$2.68M ﹤0.01%
403,546
+164,478
4400
$2.68M ﹤0.01%
72,750
-15,660
174 175
176
177 178