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
4451
$2.53M ﹤0.01%
25,624
+2,690
4452
$2.53M ﹤0.01%
116,049
+48,764
4453
$2.52M ﹤0.01%
222,706
-35,289
4454
$2.52M ﹤0.01%
295,416
-49,905
4455
$2.52M ﹤0.01%
44,240
+4,668
4456
$2.52M ﹤0.01%
1,228,902
+914,410
4457
$2.52M ﹤0.01%
35,822
+1,900
4458
$2.51M ﹤0.01%
320,807
+72,085
4459
$2.51M ﹤0.01%
1,531,456
+734,946
4460
$2.51M ﹤0.01%
99,031
-81,871
4461
$2.51M ﹤0.01%
939,075
+74,025
4462
$2.51M ﹤0.01%
85,846
+58,173
4463
$2.51M ﹤0.01%
51,992
+8,945
4464
$2.51M ﹤0.01%
380,201
-35,295
4465
$2.5M ﹤0.01%
698,318
-274,190
4466
$2.49M ﹤0.01%
839,460
+180,016
4467
$2.49M ﹤0.01%
110,606
-24,801
4468
$2.48M ﹤0.01%
23,474
-5,614
4469
$2.48M ﹤0.01%
165,051
+11,905
4470
$2.47M ﹤0.01%
36,463
-1,710
4471
$2.47M ﹤0.01%
78,939
-35,268
4472
$2.46M ﹤0.01%
1,419,276
-242,317
4473
$2.45M ﹤0.01%
289,515
-7,887
4474
$2.45M ﹤0.01%
77,380
+105
4475
$2.45M ﹤0.01%
491,189
+21,738
177 178
179
180 181