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
5776
$130K ﹤0.01%
1,540
+203
5777
$130K ﹤0.01%
10,870
-770
5778
$129K ﹤0.01%
34,720
+9,700
5779
$129K ﹤0.01%
3,602
-1,507
5780
$129K ﹤0.01%
3,233
+3,099
5781
$129K ﹤0.01%
1,525
-32
5782
$129K ﹤0.01%
2,141
-10,518
5783
$128K ﹤0.01%
102,370
+19,086
5784
$128K ﹤0.01%
7,581
+2,764
5785
$128K ﹤0.01%
+4,302
5786
$128K ﹤0.01%
2,395
5787
$127K ﹤0.01%
53,840
+23,916
5788
$126K ﹤0.01%
27,202
+17,202
5789
$126K ﹤0.01%
4,991
+400
5790
$126K ﹤0.01%
80,000
+40,000
5791
$125K ﹤0.01%
8,800
+120
5792
$125K ﹤0.01%
40,175
-96,540
5793
$124K ﹤0.01%
1,973
+74
5794
$123K ﹤0.01%
3,500
5795
$123K ﹤0.01%
+102,581
5796
$122K ﹤0.01%
80,009
+80,000
5797
$122K ﹤0.01%
8,522
-1,979
5798
$122K ﹤0.01%
1,909
-2,603
5799
$121K ﹤0.01%
36,808
+2,600
5800
$121K ﹤0.01%
2,385
-283
230 231
232
233 234