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
4951
$1.03M ﹤0.01%
74,149
+5,233
4952
$1.03M ﹤0.01%
11,376
+223
4953
$1.02M ﹤0.01%
799,913
+577,222
4954
$1.02M ﹤0.01%
52,283
-30,877
4955
$1.02M ﹤0.01%
23,438
-509
4956
$1.02M ﹤0.01%
99,798
-4,294
4957
$1.02M ﹤0.01%
316,560
-11,017
4958
$1.02M ﹤0.01%
279,034
+55,176
4959
$1.02M ﹤0.01%
131,007
+17,936
4960
$1.01M ﹤0.01%
9,621
+312
4961
$1.01M ﹤0.01%
143,290
+105,922
4962
$1.01M ﹤0.01%
12,859
+2,009
4963
$1.01M ﹤0.01%
507,689
-16,618
4964
$1M ﹤0.01%
200,978
-32,793
4965
$999K ﹤0.01%
454,100
+4,789
4966
$998K ﹤0.01%
218,306
+30,414
4967
$996K ﹤0.01%
93,983
-5,984
4968
$995K ﹤0.01%
21,048
-2,427
4969
$989K ﹤0.01%
320,070
-21,907
4970
$986K ﹤0.01%
85,410
-10,623
4971
$985K ﹤0.01%
78,376
-15,431
4972
$985K ﹤0.01%
202,605
+52,890
4973
$983K ﹤0.01%
85,008
-13,422
4974
$982K ﹤0.01%
39,753
-6,800
4975
$982K ﹤0.01%
26,919
-786
197 198
199
200 201