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
5876
$101K ﹤0.01%
14,666
-16,256
5877
$100K ﹤0.01%
61,857
+33,228
5878
$100K ﹤0.01%
27,737
-1,441
5879
$100K ﹤0.01%
68,472
-13,900
5880
$99.7K ﹤0.01%
3,343
-700
5881
$99.5K ﹤0.01%
2,411
5882
$99.4K ﹤0.01%
11,147
+1,307
5883
$99.2K ﹤0.01%
18,758
+600
5884
$98.7K ﹤0.01%
5,057
+1,088
5885
$98.6K ﹤0.01%
21,432
+16,940
5886
$97.9K ﹤0.01%
+7,066
5887
$97.8K ﹤0.01%
20,199
+15,699
5888
$97.7K ﹤0.01%
1,704
+185
5889
$97.6K ﹤0.01%
9,916
+1,756
5890
$97.1K ﹤0.01%
5,847
-4,364
5891
$97K ﹤0.01%
106,625
-7,354
5892
$97K ﹤0.01%
17,112
-11,202
5893
$96.4K ﹤0.01%
32,462
-12,454
5894
$96.2K ﹤0.01%
46,483
+29,925
5895
$96.1K ﹤0.01%
37,547
+16,246
5896
$96.1K ﹤0.01%
4,486
-2,795
5897
$96K ﹤0.01%
5,173
+1
5898
$95.7K ﹤0.01%
2,990
+2,284
5899
$95.7K ﹤0.01%
+1,990
5900
$95.4K ﹤0.01%
1,859
+501
234 235
236
237 238