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
5926
$86.8K ﹤0.01%
33,368
-7,370
5927
$86.6K ﹤0.01%
+3,500
5928
$86.4K ﹤0.01%
5,310
+3,000
5929
$86.4K ﹤0.01%
2,316
5930
$86.3K ﹤0.01%
33,968
+33,086
5931
$86.1K ﹤0.01%
29,078
+11,000
5932
$86K ﹤0.01%
675
+655
5933
$85.6K ﹤0.01%
85,628
-56,666
5934
$85K ﹤0.01%
3,102
-181
5935
$85K ﹤0.01%
921
+334
5936
$84.5K ﹤0.01%
29,656
-8,015
5937
$84.5K ﹤0.01%
8,095
+1,301
5938
$84.3K ﹤0.01%
1,314
+1
5939
$84.1K ﹤0.01%
+2,210
5940
$84.1K ﹤0.01%
2,658
5941
$83.8K ﹤0.01%
34,633
-10,020
5942
$83.8K ﹤0.01%
34,200
5943
$83.8K ﹤0.01%
10,462
+2,453
5944
$83.6K ﹤0.01%
+3,801
5945
$83.5K ﹤0.01%
46,124
+1
5946
$82.9K ﹤0.01%
60,490
+2,000
5947
$82.8K ﹤0.01%
3,600
+3,499
5948
$82.1K ﹤0.01%
8,824
+5,488
5949
$82K ﹤0.01%
50,945
-20,296
5950
$81.8K ﹤0.01%
11,900
+11,072
236 237
238
239 240