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
5701
$154K ﹤0.01%
8,884
+8,456
5702
$153K ﹤0.01%
20,692
-14,419
5703
$152K ﹤0.01%
15,190
5704
$151K ﹤0.01%
2,503
5705
$151K ﹤0.01%
2,744
+603
5706
$150K ﹤0.01%
134,208
+33,783
5707
$150K ﹤0.01%
330,064
+100,051
5708
$150K ﹤0.01%
4,642
5709
$150K ﹤0.01%
19,102
+17,620
5710
$150K ﹤0.01%
25,000
+5,300
5711
$149K ﹤0.01%
80,271
+70,251
5712
$149K ﹤0.01%
41,213
+41,212
5713
$149K ﹤0.01%
3,802
+155
5714
$148K ﹤0.01%
13,458
-5,483
5715
$148K ﹤0.01%
21,444
+855
5716
$148K ﹤0.01%
3,295
-206
5717
$148K ﹤0.01%
5,418
+5,417
5718
$147K ﹤0.01%
9,996
+7,991
5719
$147K ﹤0.01%
44,401
-100
5720
$147K ﹤0.01%
3,742
5721
$147K ﹤0.01%
61,708
-10,581
5722
$147K ﹤0.01%
3,895
-10,515
5723
$146K ﹤0.01%
45,296
+45,000
5724
$146K ﹤0.01%
13,363
-4,810
5725
$145K ﹤0.01%
16,467
+15,670
227 228
229
230 231