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
5201
$595K ﹤0.01%
63,401
+442
5202
$594K ﹤0.01%
97,727
+28,274
5203
$592K ﹤0.01%
96,917
-742
5204
$592K ﹤0.01%
62,130
-8,822
5205
$592K ﹤0.01%
34,052
-15,202
5206
$592K ﹤0.01%
58,116
-2,999
5207
$588K ﹤0.01%
147,086
+67,095
5208
$587K ﹤0.01%
278,204
+117,855
5209
$586K ﹤0.01%
266,568
+162,597
5210
$586K ﹤0.01%
19,067
-4,068
5211
$585K ﹤0.01%
28,368
+6,506
5212
$585K ﹤0.01%
26,057
-1,347
5213
$585K ﹤0.01%
7,120
+785
5214
$585K ﹤0.01%
265,879
-14,610
5215
$585K ﹤0.01%
106,501
+85,460
5216
$583K ﹤0.01%
93,194
+62,302
5217
$575K ﹤0.01%
26,802
+1,801
5218
$569K ﹤0.01%
20,106
+2,647
5219
$568K ﹤0.01%
+47,892
5220
$567K ﹤0.01%
55,685
+38,404
5221
$563K ﹤0.01%
12,653
-295
5222
$562K ﹤0.01%
137,790
+13,479
5223
$562K ﹤0.01%
186,040
-39,539
5224
$559K ﹤0.01%
12,372
-30
5225
$558K ﹤0.01%
270,825
+103,549
207 208
209
210 211