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
4501
$2.34M ﹤0.01%
68,825
-9
4502
$2.33M ﹤0.01%
253,773
+36,932
4503
$2.33M ﹤0.01%
140,582
+4,346
4504
$2.32M ﹤0.01%
466,349
-884,540
4505
$2.32M ﹤0.01%
1,006,644
-272,362
4506
$2.31M ﹤0.01%
45,006
+4,155
4507
$2.3M ﹤0.01%
168,495
+526
4508
$2.3M ﹤0.01%
271,153
+142,084
4509
$2.3M ﹤0.01%
114,867
-13,786
4510
$2.29M ﹤0.01%
52,973
+25,463
4511
$2.29M ﹤0.01%
119,128
+55,936
4512
$2.28M ﹤0.01%
79,133
+3,029
4513
$2.28M ﹤0.01%
204,004
-16,352
4514
$2.27M ﹤0.01%
106,968
+42,676
4515
$2.27M ﹤0.01%
+37,236
4516
$2.26M ﹤0.01%
73,383
+39,224
4517
$2.25M ﹤0.01%
94,192
+9,257
4518
$2.25M ﹤0.01%
154,741
+154,703
4519
$2.25M ﹤0.01%
342,234
-92,207
4520
$2.24M ﹤0.01%
36,439
+3,843
4521
$2.23M ﹤0.01%
86,065
+7,684
4522
$2.23M ﹤0.01%
164,895
+8,005
4523
$2.23M ﹤0.01%
78,617
-1,141
4524
$2.22M ﹤0.01%
87,522
+50,375
4525
$2.22M ﹤0.01%
276,069
-21,303
179 180
181
182 183