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
5551
$236K ﹤0.01%
5,567
+3,613
5552
$236K ﹤0.01%
128,088
+44,303
5553
$236K ﹤0.01%
9,407
5554
$235K ﹤0.01%
7,779
+55
5555
$234K ﹤0.01%
8,190
+924
5556
$234K ﹤0.01%
4,335
+3,734
5557
$233K ﹤0.01%
56,531
-8,978
5558
$232K ﹤0.01%
16,738
-1,703
5559
$231K ﹤0.01%
8,404
-3,722
5560
$231K ﹤0.01%
74,669
-69,238
5561
$230K ﹤0.01%
8,949
+5,986
5562
$230K ﹤0.01%
712
5563
$229K ﹤0.01%
7,065
-2
5564
$229K ﹤0.01%
2,873
-1
5565
$228K ﹤0.01%
10,049
-10,667
5566
$228K ﹤0.01%
7,018
-31
5567
$228K ﹤0.01%
2,807
5568
$227K ﹤0.01%
131,960
-5
5569
$227K ﹤0.01%
5,948
-893
5570
$226K ﹤0.01%
10,301
-438
5571
$225K ﹤0.01%
8,895
-198
5572
$224K ﹤0.01%
12,185
+5,370
5573
$223K ﹤0.01%
2,750
+262
5574
$222K ﹤0.01%
180,515
+308
5575
$222K ﹤0.01%
21,972
+3,630
221 222
223
224 225