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
5851
$108K ﹤0.01%
4,002
-470
5852
$107K ﹤0.01%
20,602
-26,219
5853
$107K ﹤0.01%
14,079
+12,279
5854
$106K ﹤0.01%
4,008
-2,784
5855
$106K ﹤0.01%
21,126
+1,607
5856
$106K ﹤0.01%
3,693
+692
5857
$106K ﹤0.01%
3,373
+2,637
5858
$106K ﹤0.01%
5,455
-104
5859
$105K ﹤0.01%
+50,000
5860
$105K ﹤0.01%
2,038
5861
$105K ﹤0.01%
4,864
+103
5862
$104K ﹤0.01%
1,625
+1,089
5863
$104K ﹤0.01%
8,042
-9,315
5864
$104K ﹤0.01%
1,585
-1
5865
$104K ﹤0.01%
2,238
+29
5866
$104K ﹤0.01%
10,754
-30,546
5867
$104K ﹤0.01%
808
+451
5868
$104K ﹤0.01%
3,512
-48
5869
$103K ﹤0.01%
+10,000
5870
$103K ﹤0.01%
2,110
-500
5871
$103K ﹤0.01%
2,270
+8
5872
$101K ﹤0.01%
3,681
-6,134
5873
$101K ﹤0.01%
2,061
+2,045
5874
$101K ﹤0.01%
2,601
-235
5875
$101K ﹤0.01%
8,558
+543
233 234
235
236 237