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
5801
$121K ﹤0.01%
80,065
-53,828
5802
$121K ﹤0.01%
2,385
+1,410
5803
$120K ﹤0.01%
300,005
+300,000
5804
$120K ﹤0.01%
4,561
+4,557
5805
$120K ﹤0.01%
4,515
+3,854
5806
$120K ﹤0.01%
56,448
+17,595
5807
$120K ﹤0.01%
3,168
+3
5808
$119K ﹤0.01%
3,264
-332
5809
$119K ﹤0.01%
+70,012
5810
$119K ﹤0.01%
15,000
5811
$118K ﹤0.01%
50,628
+5,525
5812
$118K ﹤0.01%
3,061
+2,896
5813
$118K ﹤0.01%
15,681
+2,361
5814
$118K ﹤0.01%
34,750
-22,283
5815
$118K ﹤0.01%
4,195
+2,939
5816
$117K ﹤0.01%
2,826
-601
5817
$116K ﹤0.01%
25,000
5818
$116K ﹤0.01%
8,190
-2,017
5819
$116K ﹤0.01%
11,593
-320
5820
$116K ﹤0.01%
17,073
-1,991
5821
$116K ﹤0.01%
2,051
+1,233
5822
$116K ﹤0.01%
3,856
-1,383
5823
$116K ﹤0.01%
37,386
-2,825
5824
$115K ﹤0.01%
2,070
+92
5825
$115K ﹤0.01%
1,735
+736
231 232
233
234 235