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
5076
$767K ﹤0.01%
30,751
-9,847
5077
$766K ﹤0.01%
115,694
-20,013
5078
$761K ﹤0.01%
249,644
-96,788
5079
$761K ﹤0.01%
193,051
+122,368
5080
$760K ﹤0.01%
944,621
-16,806
5081
$760K ﹤0.01%
47,668
+25,188
5082
$758K ﹤0.01%
21,444
+1,448
5083
$758K ﹤0.01%
139,503
+52,454
5084
$757K ﹤0.01%
60,202
+12,391
5085
$756K ﹤0.01%
26,342
-3,311
5086
$753K ﹤0.01%
52,388
+26,589
5087
$753K ﹤0.01%
237,525
+15,969
5088
$751K ﹤0.01%
630,931
+447,083
5089
$750K ﹤0.01%
200,594
+80,800
5090
$747K ﹤0.01%
22,695
+4,742
5091
$746K ﹤0.01%
53,489
+3,748
5092
$745K ﹤0.01%
189,518
-45,709
5093
$744K ﹤0.01%
79,078
+10,599
5094
$743K ﹤0.01%
65,792
+12,987
5095
$741K ﹤0.01%
16,826
+8,373
5096
$738K ﹤0.01%
43,842
+3,893
5097
$734K ﹤0.01%
98,061
-13,866
5098
$733K ﹤0.01%
192,281
-156,094
5099
$732K ﹤0.01%
21,989
-3,747
5100
$729K ﹤0.01%
130,901
-46,445
202 203
204
205 206