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
4976
$980K ﹤0.01%
21,315
-516
4977
$976K ﹤0.01%
75,076
-12,804
4978
$975K ﹤0.01%
14,179
-3,252
4979
$972K ﹤0.01%
46,430
+9,238
4980
$966K ﹤0.01%
24,913
-19,460
4981
$965K ﹤0.01%
82,168
+6,298
4982
$964K ﹤0.01%
36,680
-1,821
4983
$961K ﹤0.01%
+14,535
4984
$960K ﹤0.01%
+41,911
4985
$956K ﹤0.01%
1,001,359
-520,743
4986
$956K ﹤0.01%
20,954
+3,193
4987
$955K ﹤0.01%
4,349
+183
4988
$952K ﹤0.01%
146,410
-155,053
4989
$951K ﹤0.01%
37,587
+1,287
4990
$941K ﹤0.01%
61,887
-16,120
4991
$938K ﹤0.01%
82,606
+9,820
4992
$937K ﹤0.01%
4,179
-141
4993
$936K ﹤0.01%
39,975
+15,377
4994
$934K ﹤0.01%
18,223
-122
4995
$928K ﹤0.01%
441,761
-5,961
4996
$927K ﹤0.01%
24,685
+2,325
4997
$925K ﹤0.01%
251,237
-38,207
4998
$921K ﹤0.01%
49,159
-171,446
4999
$918K ﹤0.01%
286,991
+183,332
5000
$918K ﹤0.01%
10,198
+1,073
198 199
200
201 202