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
5326
$433K ﹤0.01%
11,842
+9,160
5327
$433K ﹤0.01%
296,465
+1,298
5328
$432K ﹤0.01%
+56,221
5329
$431K ﹤0.01%
79,393
+14,525
5330
$430K ﹤0.01%
10,100
5331
$429K ﹤0.01%
18,779
-34,150
5332
$428K ﹤0.01%
8,082
-232
5333
$428K ﹤0.01%
100,786
-14,772
5334
$427K ﹤0.01%
452,196
-5,324
5335
$426K ﹤0.01%
52,107
-19,901
5336
$422K ﹤0.01%
+4,104
5337
$422K ﹤0.01%
8,835
-2,099
5338
$420K ﹤0.01%
27,162
-62,808
5339
$419K ﹤0.01%
34,877
+637
5340
$417K ﹤0.01%
31,604
-37,096
5341
$417K ﹤0.01%
21,336
-1,642
5342
$416K ﹤0.01%
22,973
+3,605
5343
$412K ﹤0.01%
4,090
+106
5344
$409K ﹤0.01%
12,400
-12,600
5345
$409K ﹤0.01%
22,385
-203
5346
$409K ﹤0.01%
35,663
+1,762
5347
$409K ﹤0.01%
147,474
-11,372
5348
$408K ﹤0.01%
226,850
+148,669
5349
$406K ﹤0.01%
177,968
+17,201
5350
$405K ﹤0.01%
8,160
+5,047
212 213
214
215 216