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
4801
$1.42M ﹤0.01%
91,367
+12,047
4802
$1.42M ﹤0.01%
687,379
+435,811
4803
$1.42M ﹤0.01%
46,814
+12,879
4804
$1.42M ﹤0.01%
81,873
-11,393
4805
$1.42M ﹤0.01%
19,540
+926
4806
$1.41M ﹤0.01%
100,359
+7,682
4807
$1.41M ﹤0.01%
68,860
-5,505
4808
$1.41M ﹤0.01%
73,344
+5,334
4809
$1.4M ﹤0.01%
468,092
-174,996
4810
$1.4M ﹤0.01%
32,029
4811
$1.4M ﹤0.01%
133,741
-13,794
4812
$1.39M ﹤0.01%
49,071
4813
$1.39M ﹤0.01%
215,231
+199,321
4814
$1.37M ﹤0.01%
181,630
+6,034
4815
$1.37M ﹤0.01%
122,161
+6,773
4816
$1.36M ﹤0.01%
152,156
-77,555
4817
$1.36M ﹤0.01%
157,233
+87,515
4818
$1.35M ﹤0.01%
565,991
-313,389
4819
$1.35M ﹤0.01%
54,734
-7,906
4820
$1.35M ﹤0.01%
583,603
+372,199
4821
$1.34M ﹤0.01%
571,482
-45,733
4822
$1.34M ﹤0.01%
163,029
-20,965
4823
$1.34M ﹤0.01%
791,980
-30,524
4824
$1.34M ﹤0.01%
179,828
-18,397
4825
$1.33M ﹤0.01%
38,480
-1,647
191 192
193
194 195