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
4576
$2.07M ﹤0.01%
418,690
+80,039
4577
$2.07M ﹤0.01%
172,022
+65,546
4578
$2.07M ﹤0.01%
663,440
+224,563
4579
$2.06M ﹤0.01%
153,391
+37,285
4580
$2.05M ﹤0.01%
152,199
+2,790
4581
$2.05M ﹤0.01%
113,884
+12,554
4582
$2.05M ﹤0.01%
55,904
-7,785
4583
$2.05M ﹤0.01%
382,088
-67,837
4584
$2.04M ﹤0.01%
125,084
-89,251
4585
$2.04M ﹤0.01%
37,217
-2,754
4586
$2.02M ﹤0.01%
58,113
-624
4587
$2.02M ﹤0.01%
117,689
+73,131
4588
$2.01M ﹤0.01%
36,964
-3,461
4589
$2.01M ﹤0.01%
473,434
+102,202
4590
$2M ﹤0.01%
70,449
+6,174
4591
$2M ﹤0.01%
378,624
+53,783
4592
$2M ﹤0.01%
96,724
-4,469
4593
$2M ﹤0.01%
260,551
+12,695
4594
$2M ﹤0.01%
190,331
+8,606
4595
$1.99M ﹤0.01%
205,801
+45,818
4596
$1.99M ﹤0.01%
125,015
-40,773
4597
$1.98M ﹤0.01%
483,720
+1,300
4598
$1.98M ﹤0.01%
50,277
-1,573
4599
$1.98M ﹤0.01%
304,430
+45,085
4600
$1.98M ﹤0.01%
42,725
+3,484
182 183
184
185 186