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
5751
$138K ﹤0.01%
16,272
+12,019
5752
$138K ﹤0.01%
4,618
-1,061
5753
$137K ﹤0.01%
35,533
-20,686
5754
$137K ﹤0.01%
2,797
+500
5755
$136K ﹤0.01%
2,571
+134
5756
$135K ﹤0.01%
9,316
+497
5757
$134K ﹤0.01%
148,555
-31,680
5758
$134K ﹤0.01%
2,462
-1,728
5759
$133K ﹤0.01%
67,347
+15,061
5760
$133K ﹤0.01%
28,164
+26,568
5761
$133K ﹤0.01%
42,951
-390
5762
$133K ﹤0.01%
3,812
+3,402
5763
$132K ﹤0.01%
7,142
-7
5764
$132K ﹤0.01%
+40,000
5765
$132K ﹤0.01%
3,490
+564
5766
$132K ﹤0.01%
7,608
-1,381
5767
$132K ﹤0.01%
3,228
5768
$131K ﹤0.01%
2,734
+734
5769
$131K ﹤0.01%
8,267
+1,353
5770
$131K ﹤0.01%
4,132
+92
5771
$130K ﹤0.01%
5,188
5772
$130K ﹤0.01%
64,346
+5,046
5773
$130K ﹤0.01%
5,579
-5,845
5774
$130K ﹤0.01%
9,981
-300
5775
$130K ﹤0.01%
66,519
+8,901
229 230
231
232 233