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
5176
$634K ﹤0.01%
62,632
-23,465
5177
$634K ﹤0.01%
55,010
+5,585
5178
$633K ﹤0.01%
45,113
-5,210
5179
$632K ﹤0.01%
56,572
+2,277
5180
$631K ﹤0.01%
378,011
+85,180
5181
$630K ﹤0.01%
54,289
+42,654
5182
$629K ﹤0.01%
15,116
+114
5183
$628K ﹤0.01%
266,190
-253,354
5184
$626K ﹤0.01%
192,145
-4,593
5185
$625K ﹤0.01%
72,900
+15,100
5186
$619K ﹤0.01%
24,417
+10,232
5187
$617K ﹤0.01%
64,742
-134,059
5188
$616K ﹤0.01%
37,463
+25,463
5189
$613K ﹤0.01%
127,196
+17,305
5190
$612K ﹤0.01%
283,535
+774
5191
$612K ﹤0.01%
39,715
-199,525
5192
$610K ﹤0.01%
20,511
-1,225
5193
$607K ﹤0.01%
50,299
+3,431
5194
$606K ﹤0.01%
1,250,428
+161,271
5195
$605K ﹤0.01%
90,905
-2,476
5196
$605K ﹤0.01%
34,268
-4,555
5197
$603K ﹤0.01%
23,963
-1,933
5198
$602K ﹤0.01%
43,048
+10,168
5199
$600K ﹤0.01%
21,638
-2,240
5200
$599K ﹤0.01%
41,890
-12,982
206 207
208
209 210