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
4776
$1.48M ﹤0.01%
181,472
-43,164
4777
$1.48M ﹤0.01%
67,448
+1,323
4778
$1.48M ﹤0.01%
211,806
+34,986
4779
$1.47M ﹤0.01%
37,271
-28,816
4780
$1.47M ﹤0.01%
219,583
-119,009
4781
$1.47M ﹤0.01%
334,430
+233,167
4782
$1.47M ﹤0.01%
591,454
+107,417
4783
$1.46M ﹤0.01%
21,024
+8,024
4784
$1.46M ﹤0.01%
61,383
+8,564
4785
$1.46M ﹤0.01%
59,148
-53,545
4786
$1.46M ﹤0.01%
358,617
-117,452
4787
$1.45M ﹤0.01%
86,481
+20,747
4788
$1.45M ﹤0.01%
91,316
-20,363
4789
$1.45M ﹤0.01%
389,781
+33,658
4790
$1.44M ﹤0.01%
249,748
+140,923
4791
$1.44M ﹤0.01%
46,389
-13,944
4792
$1.44M ﹤0.01%
51,439
+17,161
4793
$1.44M ﹤0.01%
187,064
-15,641
4794
$1.43M ﹤0.01%
93,733
4795
$1.43M ﹤0.01%
145,330
-199
4796
$1.43M ﹤0.01%
35,950
-2,287
4797
$1.43M ﹤0.01%
315,540
+76,880
4798
$1.43M ﹤0.01%
98,972
+61,223
4799
$1.43M ﹤0.01%
222,125
+37,186
4800
$1.42M ﹤0.01%
128,696
-27,123
190 191
192
193 194