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
5451
$314K ﹤0.01%
36,572
-3,509
5452
$314K ﹤0.01%
+16,201
5453
$314K ﹤0.01%
187,819
+87,466
5454
$313K ﹤0.01%
103,962
+54,771
5455
$313K ﹤0.01%
34,008
+3,396
5456
$313K ﹤0.01%
107,798
-67,330
5457
$313K ﹤0.01%
37,471
-10,976
5458
$312K ﹤0.01%
12,606
+6,541
5459
$312K ﹤0.01%
77,983
+12,976
5460
$312K ﹤0.01%
27,826
+17,027
5461
$311K ﹤0.01%
10,980
+1,122
5462
$308K ﹤0.01%
36,816
+1,150
5463
$307K ﹤0.01%
14,666
+7,683
5464
$305K ﹤0.01%
43,010
-3,523
5465
$305K ﹤0.01%
4,889
-235
5466
$304K ﹤0.01%
20,439
+2,774
5467
$303K ﹤0.01%
13,008
+8,203
5468
$301K ﹤0.01%
286,649
-575,011
5469
$300K ﹤0.01%
179,729
-63,669
5470
$297K ﹤0.01%
129,769
-40,642
5471
$297K ﹤0.01%
39,093
-7,812
5472
$295K ﹤0.01%
378,336
+67,723
5473
$293K ﹤0.01%
9,787
-12,260
5474
$293K ﹤0.01%
13,539
-22
5475
$293K ﹤0.01%
96,937
-111,153
217 218
219
220 221