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
5251
$518K ﹤0.01%
26,997
+2,746
5252
$516K ﹤0.01%
13,512
-938
5253
$515K ﹤0.01%
17,216
-836
5254
$514K ﹤0.01%
145,176
-64,585
5255
$512K ﹤0.01%
17,184
+38
5256
$512K ﹤0.01%
48,243
+14,973
5257
$510K ﹤0.01%
214,471
-6,500
5258
$510K ﹤0.01%
85,781
+80,160
5259
$510K ﹤0.01%
114,310
-14,573
5260
$510K ﹤0.01%
27,706
-52
5261
$509K ﹤0.01%
25,504
+21,933
5262
$508K ﹤0.01%
75,217
+7,417
5263
$506K ﹤0.01%
10,855
+2
5264
$506K ﹤0.01%
11,838
-5,590
5265
$504K ﹤0.01%
9,320
+902
5266
$503K ﹤0.01%
4,948
-148
5267
$499K ﹤0.01%
34,764
-447
5268
$496K ﹤0.01%
8,373
+78
5269
$495K ﹤0.01%
16,232
+1,619
5270
$492K ﹤0.01%
74,828
-167,000
5271
$491K ﹤0.01%
59,753
-700
5272
$486K ﹤0.01%
14,798
-1
5273
$485K ﹤0.01%
33,536
-313,427
5274
$483K ﹤0.01%
122,390
-9,299
5275
$480K ﹤0.01%
17,216
-102,186
209 210
211
212 213