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
5026
$848K ﹤0.01%
14,189
+197
5027
$845K ﹤0.01%
45,811
-3,367
5028
$844K ﹤0.01%
18,896
-3,029
5029
$843K ﹤0.01%
15,353
+1,547
5030
$841K ﹤0.01%
15,241
-129,717
5031
$840K ﹤0.01%
89,327
+24,559
5032
$836K ﹤0.01%
120,597
-16,062
5033
$835K ﹤0.01%
98,849
-2,059
5034
$835K ﹤0.01%
27,367
-2,963
5035
$835K ﹤0.01%
17,851
+2,351
5036
$834K ﹤0.01%
16,368
+45
5037
$832K ﹤0.01%
127,947
+69,388
5038
$831K ﹤0.01%
13,260
-1,582
5039
$830K ﹤0.01%
44,644
-1,649
5040
$830K ﹤0.01%
268,701
-54,085
5041
$830K ﹤0.01%
33,455
+19,536
5042
$829K ﹤0.01%
16,399
+4,159
5043
$828K ﹤0.01%
111,197
+47,356
5044
$828K ﹤0.01%
7,113
+8
5045
$826K ﹤0.01%
17,472
-5,656
5046
$826K ﹤0.01%
14,808
-2,334
5047
$825K ﹤0.01%
270,334
-11,112
5048
$823K ﹤0.01%
87,446
+16,973
5049
$822K ﹤0.01%
5,001
+4,221
5050
$822K ﹤0.01%
154,874
-8,753
200 201
202
203 204