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
5226
$558K ﹤0.01%
357,612
-297,716
5227
$555K ﹤0.01%
19,786
-3,271
5228
$553K ﹤0.01%
6,133
-520
5229
$552K ﹤0.01%
22,997
+7,201
5230
$550K ﹤0.01%
9,057
-1,597
5231
$549K ﹤0.01%
378,552
+665
5232
$548K ﹤0.01%
22,318
-70
5233
$547K ﹤0.01%
15,896
-926
5234
$542K ﹤0.01%
23,486
+4,267
5235
$542K ﹤0.01%
24,979
+2,511
5236
$542K ﹤0.01%
15,750
-16,850
5237
$539K ﹤0.01%
618,573
-87,677
5238
$537K ﹤0.01%
8,954
+200
5239
$536K ﹤0.01%
114,788
+25,605
5240
$535K ﹤0.01%
42,367
+41,043
5241
$533K ﹤0.01%
111,143
-4,700
5242
$533K ﹤0.01%
118,127
+8,932
5243
$530K ﹤0.01%
333,453
+53,773
5244
$529K ﹤0.01%
16,648
+295
5245
$528K ﹤0.01%
13,184
+12,138
5246
$526K ﹤0.01%
+99,527
5247
$524K ﹤0.01%
194,845
+8,724
5248
$524K ﹤0.01%
125,921
+3,467
5249
$521K ﹤0.01%
42,203
-999
5250
$518K ﹤0.01%
16,827
+1,013
208 209
210
211 212