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
4551
$2.14M ﹤0.01%
220,321
+93,033
4552
$2.14M ﹤0.01%
346,183
-82,615
4553
$2.13M ﹤0.01%
418,275
-33,746
4554
$2.13M ﹤0.01%
1,488,306
+1,175,315
4555
$2.13M ﹤0.01%
265,339
+16,493
4556
$2.13M ﹤0.01%
998,596
-722,934
4557
$2.13M ﹤0.01%
397,364
+4,102
4558
$2.12M ﹤0.01%
218,083
-68,870
4559
$2.12M ﹤0.01%
58,454
+6,592
4560
$2.12M ﹤0.01%
128,132
-3,453
4561
$2.11M ﹤0.01%
129,617
-12,590
4562
$2.11M ﹤0.01%
108,440
+18,324
4563
$2.11M ﹤0.01%
484,777
-60,460
4564
$2.1M ﹤0.01%
450,448
+416,908
4565
$2.1M ﹤0.01%
589,011
-4,552
4566
$2.1M ﹤0.01%
276,164
+17,618
4567
$2.1M ﹤0.01%
553,478
+494,622
4568
$2.1M ﹤0.01%
173,273
-58,719
4569
$2.09M ﹤0.01%
97,042
+18,550
4570
$2.09M ﹤0.01%
96,165
+12,290
4571
$2.09M ﹤0.01%
55,515
-58,070
4572
$2.08M ﹤0.01%
865,043
+195,880
4573
$2.08M ﹤0.01%
22,473
+12,931
4574
$2.08M ﹤0.01%
158,562
+47,188
4575
$2.08M ﹤0.01%
64,669
-3,286
181 182
183
184 185