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
5601
$204K ﹤0.01%
5,750
5602
$203K ﹤0.01%
2,742
-137
5603
$203K ﹤0.01%
35,355
+91
5604
$202K ﹤0.01%
7,706
+5,679
5605
$202K ﹤0.01%
8,270
-10
5606
$202K ﹤0.01%
71,210
+70,000
5607
$201K ﹤0.01%
101,206
+5,135
5608
$200K ﹤0.01%
5,289
5609
$200K ﹤0.01%
91,051
+6,738
5610
$200K ﹤0.01%
97,878
+86,856
5611
$199K ﹤0.01%
+4,241
5612
$198K ﹤0.01%
224,219
+86,014
5613
$197K ﹤0.01%
3,787
-148
5614
$197K ﹤0.01%
50,067
-236
5615
$196K ﹤0.01%
1,658
+1,199
5616
$195K ﹤0.01%
107,325
-63,069
5617
$195K ﹤0.01%
5,745
+1,569
5618
$195K ﹤0.01%
4,293
+750
5619
$195K ﹤0.01%
89,290
+42,177
5620
$194K ﹤0.01%
5,605
-1
5621
$193K ﹤0.01%
91,076
-3,410
5622
$193K ﹤0.01%
39,345
-14,142
5623
$193K ﹤0.01%
58,737
+2,893
5624
$191K ﹤0.01%
88,512
+83,712
5625
$190K ﹤0.01%
+24,848
223 224
225
226 227