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
5426
$328K ﹤0.01%
7,905
-2,482
5427
$327K ﹤0.01%
124,301
+34,807
5428
$325K ﹤0.01%
63,116
-400
5429
$325K ﹤0.01%
67,687
-40,633
5430
$325K ﹤0.01%
7,104
-115
5431
$325K ﹤0.01%
56,947
+1,039
5432
$324K ﹤0.01%
8,135
+3,281
5433
$324K ﹤0.01%
12,180
-996
5434
$323K ﹤0.01%
15,306
-1,490
5435
$322K ﹤0.01%
1,049,275
-67,798
5436
$322K ﹤0.01%
53,046
+49,946
5437
$322K ﹤0.01%
26,989
-1,703
5438
$322K ﹤0.01%
179,827
+69,986
5439
$321K ﹤0.01%
12,564
+8,195
5440
$320K ﹤0.01%
170,216
+127,158
5441
$320K ﹤0.01%
21,747
-3,464
5442
$319K ﹤0.01%
42,836
+8,028
5443
$319K ﹤0.01%
15,281
-322
5444
$318K ﹤0.01%
90,984
-17,259
5445
$317K ﹤0.01%
53,578
+19,186
5446
$317K ﹤0.01%
145,213
+569
5447
$316K ﹤0.01%
12,332
-8,200
5448
$315K ﹤0.01%
269,655
+23,901
5449
$315K ﹤0.01%
31,849
+16,797
5450
$315K ﹤0.01%
7,551
+6,673
216 217
218
219 220