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
4826
$1.33M ﹤0.01%
70,104
+33,321
4827
$1.33M ﹤0.01%
777,133
+331,386
4828
$1.33M ﹤0.01%
1,012,889
+186,360
4829
$1.31M ﹤0.01%
203,268
-888
4830
$1.31M ﹤0.01%
34,645
+1,318
4831
$1.3M ﹤0.01%
146,775
+62,893
4832
$1.3M ﹤0.01%
595,584
+83,902
4833
$1.3M ﹤0.01%
118,438
-13,472
4834
$1.3M ﹤0.01%
29,107
+1,333
4835
$1.3M ﹤0.01%
213,635
+21,314
4836
$1.3M ﹤0.01%
477,989
-129,851
4837
$1.3M ﹤0.01%
553,134
-1,264,821
4838
$1.3M ﹤0.01%
248,462
+190,935
4839
$1.3M ﹤0.01%
84,339
+37,512
4840
$1.3M ﹤0.01%
66,289
+4,596
4841
$1.29M ﹤0.01%
59,706
-61,069
4842
$1.29M ﹤0.01%
736,858
-171,752
4843
$1.29M ﹤0.01%
485,985
+211,535
4844
$1.28M ﹤0.01%
22,496
+2,819
4845
$1.28M ﹤0.01%
124,652
-32,289
4846
$1.28M ﹤0.01%
81,837
-26,824
4847
$1.28M ﹤0.01%
772,447
-592,986
4848
$1.28M ﹤0.01%
94,394
+12,717
4849
$1.28M ﹤0.01%
10,015
+536
4850
$1.28M ﹤0.01%
24,639
-2,917
192 193
194
195 196