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
4926
$1.09M ﹤0.01%
52,219
-164
4927
$1.08M ﹤0.01%
995,296
+138,406
4928
$1.08M ﹤0.01%
59,962
+42,985
4929
$1.08M ﹤0.01%
276,768
-5,071
4930
$1.08M ﹤0.01%
38,866
-376
4931
$1.08M ﹤0.01%
154,549
-160,364
4932
$1.07M ﹤0.01%
61,735
-8,436
4933
$1.07M ﹤0.01%
8,349
-1,327
4934
$1.07M ﹤0.01%
64,926
-6,380
4935
$1.06M ﹤0.01%
54,554
-2,962
4936
$1.06M ﹤0.01%
53,064
-12,473
4937
$1.06M ﹤0.01%
39,546
+732
4938
$1.06M ﹤0.01%
41,929
-7,153
4939
$1.06M ﹤0.01%
164,029
+9,269
4940
$1.06M ﹤0.01%
+139,152
4941
$1.05M ﹤0.01%
47,676
-27,595
4942
$1.05M ﹤0.01%
37,942
-125,853
4943
$1.05M ﹤0.01%
67,885
-7,132
4944
$1.04M ﹤0.01%
35,409
-2,877
4945
$1.04M ﹤0.01%
196,999
-38,319
4946
$1.04M ﹤0.01%
129,923
-14,040
4947
$1.04M ﹤0.01%
20,856
-492
4948
$1.04M ﹤0.01%
33,341
-3,040
4949
$1.04M ﹤0.01%
92,393
-21,000
4950
$1.04M ﹤0.01%
19,047
-2,413
196 197
198
199 200