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
5051
$821K ﹤0.01%
42,394
-10,005
5052
$818K ﹤0.01%
86,893
-39,316
5053
$816K ﹤0.01%
81,294
-7,519
5054
$815K ﹤0.01%
16,818
+3,875
5055
$812K ﹤0.01%
57,982
+7,206
5056
$810K ﹤0.01%
64,401
-16,266
5057
$807K ﹤0.01%
27,600
-2,972
5058
$807K ﹤0.01%
14,460
-8,615
5059
$806K ﹤0.01%
28,900
-14,550
5060
$804K ﹤0.01%
17,415
+4,094
5061
$799K ﹤0.01%
88,279
-7,242
5062
$797K ﹤0.01%
124,795
+1,945
5063
$797K ﹤0.01%
99,499
-1,604
5064
$796K ﹤0.01%
163,850
+3,876
5065
$796K ﹤0.01%
88,100
-7,714
5066
$790K ﹤0.01%
859,175
-1,342,910
5067
$789K ﹤0.01%
25,256
+2,675
5068
$787K ﹤0.01%
25,837
+684
5069
$786K ﹤0.01%
190,869
-7,611
5070
$783K ﹤0.01%
68,093
-6,801
5071
$783K ﹤0.01%
86,476
+20,221
5072
$781K ﹤0.01%
87,208
+13,702
5073
$777K ﹤0.01%
60,714
-25,681
5074
$770K ﹤0.01%
33,526
+11,974
5075
$768K ﹤0.01%
104,464
+3,027
201 202
203
204 205