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
4876
$1.22M ﹤0.01%
72,592
+123
4877
$1.22M ﹤0.01%
40,095
+1,646
4878
$1.22M ﹤0.01%
15,094
-2,488
4879
$1.22M ﹤0.01%
395,958
-75,397
4880
$1.21M ﹤0.01%
93,836
+42,146
4881
$1.21M ﹤0.01%
462,147
-39,559
4882
$1.21M ﹤0.01%
92,367
-5,765
4883
$1.21M ﹤0.01%
104,783
+17,374
4884
$1.2M ﹤0.01%
80,899
+3,745
4885
$1.2M ﹤0.01%
54,747
-959
4886
$1.2M ﹤0.01%
349,645
-17,500
4887
$1.19M ﹤0.01%
280,750
+85,930
4888
$1.19M ﹤0.01%
222,693
-13,165
4889
$1.19M ﹤0.01%
181,939
+34,423
4890
$1.19M ﹤0.01%
28,932
-2,890
4891
$1.18M ﹤0.01%
163,899
+23,307
4892
$1.18M ﹤0.01%
45,472
-155,933
4893
$1.18M ﹤0.01%
50,584
+30,360
4894
$1.18M ﹤0.01%
23,959
+19,478
4895
$1.18M ﹤0.01%
195,646
-15,990
4896
$1.17M ﹤0.01%
23,677
-44,003
4897
$1.17M ﹤0.01%
37,111
+3,474
4898
$1.17M ﹤0.01%
372,859
-6
4899
$1.17M ﹤0.01%
400,068
+293,980
4900
$1.17M ﹤0.01%
18,880
-1,622
194 195
196
197 198