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
5676
$168K ﹤0.01%
7,644
-12,566
5677
$168K ﹤0.01%
10,377
+279
5678
$168K ﹤0.01%
245,399
+60,075
5679
$167K ﹤0.01%
5,521
-242
5680
$166K ﹤0.01%
3,437
+1,400
5681
$166K ﹤0.01%
4,180
-5,800
5682
$166K ﹤0.01%
40,221
+28,767
5683
$164K ﹤0.01%
6,289
-614
5684
$164K ﹤0.01%
7,210
+1,483
5685
$164K ﹤0.01%
34,036
-8,648
5686
$164K ﹤0.01%
3,425
5687
$164K ﹤0.01%
5,394
5688
$162K ﹤0.01%
50,249
+24,608
5689
$161K ﹤0.01%
11,381
-2,586
5690
$161K ﹤0.01%
49,414
+8,779
5691
$160K ﹤0.01%
5,941
-1
5692
$159K ﹤0.01%
1,966
+396
5693
$159K ﹤0.01%
11,220
+2,390
5694
$159K ﹤0.01%
+4,696
5695
$158K ﹤0.01%
7,086
-509
5696
$158K ﹤0.01%
4,823
+998
5697
$157K ﹤0.01%
3,052
+57
5698
$156K ﹤0.01%
66,823
-21,881
5699
$155K ﹤0.01%
13,774
-3,257
5700
$154K ﹤0.01%
3,740
+1,100
226 227
228
229 230