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
4626
$1.91M ﹤0.01%
37,347
-6,943
4627
$1.91M ﹤0.01%
69,216
+64,543
4628
$1.91M ﹤0.01%
79,828
-3,406
4629
$1.91M ﹤0.01%
56,134
-12,248
4630
$1.9M ﹤0.01%
1,034,639
+546,168
4631
$1.9M ﹤0.01%
567,040
+78,141
4632
$1.9M ﹤0.01%
389,311
-336,461
4633
$1.89M ﹤0.01%
754,738
-118,403
4634
$1.89M ﹤0.01%
797,532
-73,176
4635
$1.89M ﹤0.01%
134,224
-19,779
4636
$1.89M ﹤0.01%
80,813
+62,192
4637
$1.88M ﹤0.01%
162,703
+15,697
4638
$1.88M ﹤0.01%
14,824
-108
4639
$1.88M ﹤0.01%
897,416
+735,792
4640
$1.88M ﹤0.01%
234,420
-43,967
4641
$1.87M ﹤0.01%
38,586
+3,040
4642
$1.87M ﹤0.01%
343,152
-30,935
4643
$1.86M ﹤0.01%
170,135
+101,108
4644
$1.86M ﹤0.01%
1,369,784
-329,039
4645
$1.86M ﹤0.01%
279,054
-47,879
4646
$1.86M ﹤0.01%
20,617
-2,481
4647
$1.86M ﹤0.01%
265,468
+6,848
4648
$1.86M ﹤0.01%
118,360
-15,560
4649
$1.85M ﹤0.01%
59,480
+9,910
4650
$1.85M ﹤0.01%
384,991
-2,601
184 185
186
187 188