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
4526
$2.22M ﹤0.01%
25,040
-271,177
4527
$2.22M ﹤0.01%
105,494
-7,791
4528
$2.21M ﹤0.01%
107,074
-9,506
4529
$2.2M ﹤0.01%
405,230
-57,550
4530
$2.2M ﹤0.01%
154,338
-55,612
4531
$2.2M ﹤0.01%
136,417
-12,615
4532
$2.2M ﹤0.01%
49,961
-147,448
4533
$2.2M ﹤0.01%
328,231
-3,998
4534
$2.19M ﹤0.01%
205,576
+46,993
4535
$2.19M ﹤0.01%
346,376
+197,914
4536
$2.19M ﹤0.01%
48,608
-603
4537
$2.18M ﹤0.01%
1,105,615
-1,090
4538
$2.18M ﹤0.01%
112,800
+2,816
4539
$2.17M ﹤0.01%
+122,061
4540
$2.17M ﹤0.01%
157,813
+11,086
4541
$2.17M ﹤0.01%
26,657
-18
4542
$2.17M ﹤0.01%
54,557
-7,632
4543
$2.16M ﹤0.01%
826,197
+362,333
4544
$2.15M ﹤0.01%
267,285
-87,521
4545
$2.15M ﹤0.01%
299,899
-71,423
4546
$2.15M ﹤0.01%
974,281
+401,676
4547
$2.15M ﹤0.01%
44,064
+4,866
4548
$2.15M ﹤0.01%
257,223
+129,740
4549
$2.14M ﹤0.01%
130,293
-3,162
4550
$2.14M ﹤0.01%
127,258
+42,784
180 181
182
183 184