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
5101
$728K ﹤0.01%
37,331
-4,608
5102
$727K ﹤0.01%
71,390
-6,854
5103
$727K ﹤0.01%
61,631
-93,115
5104
$727K ﹤0.01%
318,888
+27,918
5105
$725K ﹤0.01%
116,402
-8,901
5106
$724K ﹤0.01%
155,126
+62,982
5107
$723K ﹤0.01%
82,901
-153,867
5108
$723K ﹤0.01%
10,625
-20,036
5109
$720K ﹤0.01%
46,301
-3,324
5110
$719K ﹤0.01%
174,506
+91,035
5111
$718K ﹤0.01%
35,746
-6,033
5112
$717K ﹤0.01%
50,986
-9,306
5113
$716K ﹤0.01%
19,075
+568
5114
$715K ﹤0.01%
62,681
-6,271
5115
$714K ﹤0.01%
1,324,864
-374,161
5116
$711K ﹤0.01%
28,560
-3,686
5117
$711K ﹤0.01%
13,172
+179
5118
$711K ﹤0.01%
42,966
-6,656
5119
$710K ﹤0.01%
+43,163
5120
$709K ﹤0.01%
28,086
+4,249
5121
$708K ﹤0.01%
21,005
+3,338
5122
$706K ﹤0.01%
25,947
-3,275
5123
$706K ﹤0.01%
419,994
+20,775
5124
$705K ﹤0.01%
44,866
-12,584
5125
$705K ﹤0.01%
114,760
-56,767
203 204
205
206 207