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
4851
$1.28M ﹤0.01%
11,621
-9,876
4852
$1.27M ﹤0.01%
135,281
-3,443
4853
$1.27M ﹤0.01%
215,325
+35,811
4854
$1.27M ﹤0.01%
113,330
-61,129
4855
$1.26M ﹤0.01%
176,866
+97,936
4856
$1.26M ﹤0.01%
820,345
+64,498
4857
$1.26M ﹤0.01%
412,858
+113,539
4858
$1.25M ﹤0.01%
1,119,611
-95,739
4859
$1.25M ﹤0.01%
278,195
+6,763
4860
$1.25M ﹤0.01%
170,559
+35,887
4861
$1.25M ﹤0.01%
47,911
+47,333
4862
$1.25M ﹤0.01%
186,661
-25,054
4863
$1.24M ﹤0.01%
1,077,421
+29,244
4864
$1.24M ﹤0.01%
561,615
-58,383
4865
$1.23M ﹤0.01%
91,447
+74,040
4866
$1.23M ﹤0.01%
136,211
-73,702
4867
$1.23M ﹤0.01%
81,545
-9,209
4868
$1.23M ﹤0.01%
152,720
+15,253
4869
$1.23M ﹤0.01%
85,435
-8,452
4870
$1.23M ﹤0.01%
136,518
+24,793
4871
$1.23M ﹤0.01%
650,541
-3,705,229
4872
$1.23M ﹤0.01%
498,443
+490,758
4873
$1.23M ﹤0.01%
166,111
+39,105
4874
$1.22M ﹤0.01%
29,115
+3,029
4875
$1.22M ﹤0.01%
183,877
+41,521
193 194
195
196 197