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
5401
$353K ﹤0.01%
73,169
+20,279
5402
$353K ﹤0.01%
27,770
+2,854
5403
$352K ﹤0.01%
228,006
-6,100
5404
$350K ﹤0.01%
33,505
-44,730
5405
$349K ﹤0.01%
8,906
5406
$348K ﹤0.01%
8,967
+550
5407
$348K ﹤0.01%
49,440
+26,997
5408
$346K ﹤0.01%
98,312
+17
5409
$346K ﹤0.01%
25,614
-3,485
5410
$345K ﹤0.01%
195,025
+164,029
5411
$344K ﹤0.01%
29,258
-3,818
5412
$343K ﹤0.01%
27,918
-1,054
5413
$342K ﹤0.01%
24,310
-2,122
5414
$340K ﹤0.01%
22,754
5415
$339K ﹤0.01%
5,398
-11,521
5416
$336K ﹤0.01%
277,930
+321
5417
$334K ﹤0.01%
46,689
-438
5418
$333K ﹤0.01%
22,527
+20,393
5419
$333K ﹤0.01%
75,461
-13,481
5420
$332K ﹤0.01%
86,308
-4,381
5421
$332K ﹤0.01%
97,276
-48,405
5422
$332K ﹤0.01%
660,061
-188,230
5423
$331K ﹤0.01%
54,775
-314
5424
$329K ﹤0.01%
5,565
-251
5425
$328K ﹤0.01%
32,721
+665
215 216
217
218 219