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
5001
$917K ﹤0.01%
530,293
-4,032
5002
$917K ﹤0.01%
40,796
-38,236
5003
$916K ﹤0.01%
484,640
-19,478
5004
$914K ﹤0.01%
15,208
+1,657
5005
$914K ﹤0.01%
51,504
+394
5006
$911K ﹤0.01%
80,382
+6,698
5007
$909K ﹤0.01%
311,276
+10,885
5008
$908K ﹤0.01%
18,440
-2,894
5009
$907K ﹤0.01%
41,096
+4,356
5010
$904K ﹤0.01%
85,332
-18
5011
$903K ﹤0.01%
30,546
+15,592
5012
$902K ﹤0.01%
649,134
-73,774
5013
$896K ﹤0.01%
188,710
+48,628
5014
$896K ﹤0.01%
19,196
+9,443
5015
$884K ﹤0.01%
+48,782
5016
$883K ﹤0.01%
18,923
+1,711
5017
$879K ﹤0.01%
73,296
+4,274
5018
$879K ﹤0.01%
14,275
+458
5019
$873K ﹤0.01%
32,898
+29,961
5020
$865K ﹤0.01%
86,447
+64,966
5021
$862K ﹤0.01%
280,877
+4,770
5022
$859K ﹤0.01%
52,569
+6,507
5023
$857K ﹤0.01%
202,641
+126,480
5024
$854K ﹤0.01%
17,410
+40
5025
$854K ﹤0.01%
42,579
-4,895
199 200
201
202 203