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
4901
$1.16M ﹤0.01%
51,085
-10,255
4902
$1.16M ﹤0.01%
33,047
+27,547
4903
$1.16M ﹤0.01%
99,181
+47,875
4904
$1.15M ﹤0.01%
138,575
-2,571
4905
$1.15M ﹤0.01%
114,844
+112,829
4906
$1.15M ﹤0.01%
46,060
+24,951
4907
$1.15M ﹤0.01%
32,210
+709
4908
$1.15M ﹤0.01%
118,474
-35,090
4909
$1.13M ﹤0.01%
38,187
+5,911
4910
$1.13M ﹤0.01%
4,449
-1,361
4911
$1.13M ﹤0.01%
23,688
+12,863
4912
$1.13M ﹤0.01%
68,236
+36,376
4913
$1.12M ﹤0.01%
517,988
+62,218
4914
$1.12M ﹤0.01%
29,338
+28,565
4915
$1.11M ﹤0.01%
137,578
+22,491
4916
$1.11M ﹤0.01%
118,251
-1,686
4917
$1.11M ﹤0.01%
87,457
+5,394
4918
$1.11M ﹤0.01%
28,857
-3,816
4919
$1.1M ﹤0.01%
1,104,756
+714,046
4920
$1.1M ﹤0.01%
27,198
-6,941
4921
$1.09M ﹤0.01%
397,736
+121,323
4922
$1.09M ﹤0.01%
190,446
-70,839
4923
$1.09M ﹤0.01%
28,562
+5,207
4924
$1.09M ﹤0.01%
84,916
-12,497
4925
$1.09M ﹤0.01%
156,310
+54,270
195 196
197
198 199