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
5351
$404K ﹤0.01%
18,350
+1,995
5352
$402K ﹤0.01%
22,636
-1,592
5353
$396K ﹤0.01%
221,384
-7,516
5354
$396K ﹤0.01%
284,608
+45,516
5355
$395K ﹤0.01%
67,227
+44,780
5356
$395K ﹤0.01%
141,045
+16,911
5357
$394K ﹤0.01%
78,295
+13,750
5358
$393K ﹤0.01%
5,690
5359
$393K ﹤0.01%
13,599
+3,631
5360
$392K ﹤0.01%
17,855
-4,432
5361
$392K ﹤0.01%
12,508
+12,506
5362
$392K ﹤0.01%
87,804
+86,204
5363
$391K ﹤0.01%
14,724
-2,457
5364
$390K ﹤0.01%
8,193
-832
5365
$390K ﹤0.01%
6,030
+1,194
5366
$389K ﹤0.01%
96,841
+32,543
5367
$389K ﹤0.01%
26,556
+6,159
5368
$389K ﹤0.01%
526,150
+71,173
5369
$388K ﹤0.01%
15,195
+1,831
5370
$387K ﹤0.01%
14,069
-2,232
5371
$387K ﹤0.01%
9,772
-109
5372
$385K ﹤0.01%
74,217
+15,263
5373
$383K ﹤0.01%
126,932
-7,200
5374
$382K ﹤0.01%
26,511
-70,280
5375
$381K ﹤0.01%
+27,194
213 214
215
216 217