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
5301
$457K ﹤0.01%
13,776
+796
5302
$457K ﹤0.01%
96,532
-27,551
5303
$455K ﹤0.01%
91,198
-29,919
5304
$455K ﹤0.01%
46,975
-4,010
5305
$454K ﹤0.01%
22,431
+22,055
5306
$454K ﹤0.01%
139,716
+134,345
5307
$454K ﹤0.01%
40,994
+2,151
5308
$454K ﹤0.01%
9,139
+1
5309
$452K ﹤0.01%
3,302
-605
5310
$452K ﹤0.01%
79,985
+57,968
5311
$451K ﹤0.01%
+15,890
5312
$451K ﹤0.01%
58,016
-4,426
5313
$450K ﹤0.01%
166,555
+101,614
5314
$449K ﹤0.01%
9,513
+240
5315
$448K ﹤0.01%
45,926
+26,300
5316
$448K ﹤0.01%
12,534
5317
$447K ﹤0.01%
103,750
-66,341
5318
$446K ﹤0.01%
13,203
-2,381
5319
$440K ﹤0.01%
15,437
-303
5320
$439K ﹤0.01%
+23,835
5321
$438K ﹤0.01%
27,894
-1,913
5322
$438K ﹤0.01%
361,812
-634,541
5323
$438K ﹤0.01%
18,645
-13,381
5324
$435K ﹤0.01%
24,262
+2,251
5325
$434K ﹤0.01%
15,781
-23,977
211 212
213
214 215