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
4726
$1.65M ﹤0.01%
232,611
+40,927
4727
$1.65M ﹤0.01%
37,570
-4,678
4728
$1.63M ﹤0.01%
71,161
-571
4729
$1.63M ﹤0.01%
54,812
+90
4730
$1.63M ﹤0.01%
303,289
+75,820
4731
$1.63M ﹤0.01%
34,670
4732
$1.63M ﹤0.01%
91,822
+2,945
4733
$1.62M ﹤0.01%
77,474
-24,068
4734
$1.62M ﹤0.01%
54,309
-1,639
4735
$1.62M ﹤0.01%
145,944
+117,271
4736
$1.61M ﹤0.01%
13,362
+2,414
4737
$1.6M ﹤0.01%
+64,529
4738
$1.6M ﹤0.01%
546,910
-38,639
4739
$1.6M ﹤0.01%
206,301
-22,442
4740
$1.59M ﹤0.01%
95,751
+16,800
4741
$1.59M ﹤0.01%
640,515
-28,938
4742
$1.59M ﹤0.01%
61,300
-3,473
4743
$1.59M ﹤0.01%
262,246
-54,863
4744
$1.58M ﹤0.01%
176,472
+3,122
4745
$1.58M ﹤0.01%
35,132
+1,261
4746
$1.57M ﹤0.01%
87,208
-4,305
4747
$1.57M ﹤0.01%
+60,185
4748
$1.57M ﹤0.01%
587,834
+574,049
4749
$1.57M ﹤0.01%
23,288
-6,616
4750
$1.57M ﹤0.01%
196,255
-28,726
188 189
190
191 192