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
5276
$478K ﹤0.01%
8,788
+5,300
5277
$477K ﹤0.01%
8,192
+2,689
5278
$476K ﹤0.01%
100,000
5279
$475K ﹤0.01%
87,429
-22,587
5280
$474K ﹤0.01%
7,979
-1,067
5281
$474K ﹤0.01%
9,321
+6,177
5282
$473K ﹤0.01%
51,573
+7,157
5283
$472K ﹤0.01%
8,285
-123
5284
$472K ﹤0.01%
55,540
+549
5285
$471K ﹤0.01%
160,220
+34,720
5286
$470K ﹤0.01%
265,279
-804,396
5287
$467K ﹤0.01%
35,207
+10,425
5288
$467K ﹤0.01%
218,020
+93,016
5289
$466K ﹤0.01%
365,159
+41,470
5290
$462K ﹤0.01%
19,778
+8,440
5291
$461K ﹤0.01%
74,445
+74,185
5292
$461K ﹤0.01%
40,622
+39,950
5293
$460K ﹤0.01%
97,545
-10,656
5294
$460K ﹤0.01%
100,269
+9,678
5295
$459K ﹤0.01%
20,223
-4,320
5296
$459K ﹤0.01%
22,110
-2,416
5297
$459K ﹤0.01%
88,005
+25,176
5298
$458K ﹤0.01%
271,264
-314,063
5299
$458K ﹤0.01%
9,125
5300
$458K ﹤0.01%
266,216
+27,016
210 211
212
213 214