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
4751
$1.57M ﹤0.01%
28,348
+6,394
4752
$1.57M ﹤0.01%
45,559
-7,755
4753
$1.56M ﹤0.01%
442,055
-14,134
4754
$1.56M ﹤0.01%
473,836
-119,652
4755
$1.56M ﹤0.01%
226,611
+70,613
4756
$1.55M ﹤0.01%
171,592
+81,456
4757
$1.55M ﹤0.01%
130,935
-11,924
4758
$1.55M ﹤0.01%
239,301
+13,407
4759
$1.54M ﹤0.01%
76,012
-4,055
4760
$1.54M ﹤0.01%
9,102
-155
4761
$1.53M ﹤0.01%
330,065
-62,182
4762
$1.52M ﹤0.01%
70,524
-17,200
4763
$1.52M ﹤0.01%
80,686
-12,437
4764
$1.52M ﹤0.01%
68,696
-1,520
4765
$1.52M ﹤0.01%
+60,824
4766
$1.52M ﹤0.01%
21,221
+7,556
4767
$1.52M ﹤0.01%
567,438
-721,949
4768
$1.51M ﹤0.01%
56,263
-10,175
4769
$1.51M ﹤0.01%
251,654
-71,840
4770
$1.51M ﹤0.01%
126,281
+16,309
4771
$1.5M ﹤0.01%
410,816
-21,962
4772
$1.49M ﹤0.01%
13,671
-1,905
4773
$1.48M ﹤0.01%
27,179
+10,057
4774
$1.48M ﹤0.01%
88,557
+41,585
4775
$1.48M ﹤0.01%
753,885
-145,699
189 190
191
192 193