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
5951
$81.5K ﹤0.01%
34,960
+10,262
5952
$81.4K ﹤0.01%
79,032
+29,068
5953
$81.3K ﹤0.01%
2,086
+750
5954
$81.3K ﹤0.01%
14,509
+699
5955
$80.9K ﹤0.01%
4,329
+1,751
5956
$80.8K ﹤0.01%
7,400
+604
5957
$80.5K ﹤0.01%
+1,335
5958
$80.1K ﹤0.01%
43,524
5959
$79.8K ﹤0.01%
51,476
-1,068
5960
$79.6K ﹤0.01%
16,654
-4,584
5961
$79.4K ﹤0.01%
1,659
5962
$79.1K ﹤0.01%
5,353
-2,150
5963
$78.8K ﹤0.01%
2,038
-255
5964
$78.2K ﹤0.01%
14,513
5965
$78.2K ﹤0.01%
80,041
+35,350
5966
$77.2K ﹤0.01%
110,831
+1,084
5967
$77.1K ﹤0.01%
+1,093
5968
$76.8K ﹤0.01%
7,906
-2,619
5969
$76.5K ﹤0.01%
1,716
5970
$76.3K ﹤0.01%
1,267
5971
$75.9K ﹤0.01%
1,755
5972
$75.8K ﹤0.01%
34,000
+23,000
5973
$75.8K ﹤0.01%
94,123
+35,606
5974
$75K ﹤0.01%
2,762
+2,614
5975
$75K ﹤0.01%
2,043
+3
237 238
239
240 241