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
4426
$2.62M ﹤0.01%
225,256
-23,686
4427
$2.62M ﹤0.01%
438,248
-41,927
4428
$2.61M ﹤0.01%
194,323
-20,532
4429
$2.61M ﹤0.01%
952,396
+48,567
4430
$2.61M ﹤0.01%
68,444
-21,549
4431
$2.61M ﹤0.01%
214,052
+11,078
4432
$2.6M ﹤0.01%
440,791
-5,278
4433
$2.6M ﹤0.01%
232,129
-145,595
4434
$2.6M ﹤0.01%
219,681
-39,680
4435
$2.6M ﹤0.01%
617,053
+46,924
4436
$2.58M ﹤0.01%
452,483
-10,770
4437
$2.57M ﹤0.01%
56,138
+45,114
4438
$2.57M ﹤0.01%
87,598
-29,728
4439
$2.57M ﹤0.01%
44,656
-28,373
4440
$2.57M ﹤0.01%
133,820
-16,756
4441
$2.56M ﹤0.01%
442,953
+440,644
4442
$2.56M ﹤0.01%
43,308
+3,622
4443
$2.56M ﹤0.01%
571,998
+143,146
4444
$2.56M ﹤0.01%
247,498
-48,043
4445
$2.55M ﹤0.01%
47,144
-83,454
4446
$2.55M ﹤0.01%
43,922
+41,448
4447
$2.55M ﹤0.01%
32,054
-2,180
4448
$2.54M ﹤0.01%
348,045
+1,796
4449
$2.54M ﹤0.01%
158,400
-26,324
4450
$2.54M ﹤0.01%
447,141
-93,522
176 177
178
179 180