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
5626
$189K ﹤0.01%
15,779
+1,247
5627
$189K ﹤0.01%
26,100
-74,468
5628
$188K ﹤0.01%
43,402
+32,448
5629
$188K ﹤0.01%
138,351
-40,004
5630
$188K ﹤0.01%
3,671
+2,377
5631
$188K ﹤0.01%
23,931
+19,664
5632
$188K ﹤0.01%
+5,367
5633
$188K ﹤0.01%
66,295
-47,827
5634
$187K ﹤0.01%
46,477
-11,546
5635
$187K ﹤0.01%
9,705
+32
5636
$187K ﹤0.01%
4,924
+365
5637
$187K ﹤0.01%
14,871
+12,219
5638
$186K ﹤0.01%
4,028
-6,294
5639
$186K ﹤0.01%
3,709
-5,200
5640
$185K ﹤0.01%
23,050
-610
5641
$185K ﹤0.01%
5,728
+200
5642
$184K ﹤0.01%
15,241
-2,981
5643
$184K ﹤0.01%
+10,928
5644
$183K ﹤0.01%
7,520
+126
5645
$182K ﹤0.01%
11,913
-15,260
5646
$182K ﹤0.01%
4,273
5647
$182K ﹤0.01%
19,343
+19,263
5648
$182K ﹤0.01%
11,923
+8,114
5649
$181K ﹤0.01%
6,553
+1,649
5650
$181K ﹤0.01%
12,415
+5,624
224 225
226
227 228