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
5476
$292K ﹤0.01%
84,048
+23,006
5477
$291K ﹤0.01%
186,714
+71,244
5478
$291K ﹤0.01%
26,772
-5,717
5479
$291K ﹤0.01%
30,765
-391
5480
$290K ﹤0.01%
198,828
+161,704
5481
$290K ﹤0.01%
121,389
+5,901
5482
$288K ﹤0.01%
53,965
+1
5483
$287K ﹤0.01%
177,089
-20,874
5484
$287K ﹤0.01%
10,307
+7,584
5485
$285K ﹤0.01%
114,108
-16,842
5486
$285K ﹤0.01%
12,191
+1,674
5487
$284K ﹤0.01%
87,761
+19,210
5488
$284K ﹤0.01%
5,339
+3,117
5489
$284K ﹤0.01%
7,061
5490
$280K ﹤0.01%
20,401
+8,500
5491
$280K ﹤0.01%
13,688
-3,786
5492
$279K ﹤0.01%
36,259
+6,523
5493
$279K ﹤0.01%
86,495
+51,059
5494
$278K ﹤0.01%
588
5495
$277K ﹤0.01%
10,610
-2
5496
$276K ﹤0.01%
3,240
-152
5497
$276K ﹤0.01%
27,535
-6,528
5498
$275K ﹤0.01%
11,497
-1,656
5499
$275K ﹤0.01%
19,692
-3,944
5500
$274K ﹤0.01%
271,025
-1,998,197
218 219
220
221 222