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
6001
$70.8K ﹤0.01%
3,760
-1,266
6002
$70.7K ﹤0.01%
106,725
+12,039
6003
$70.6K ﹤0.01%
41,775
+21,900
6004
$70.4K ﹤0.01%
+97,743
6005
$70.4K ﹤0.01%
17,039
+14,188
6006
$69.9K ﹤0.01%
5,693
-7,023
6007
$69.6K ﹤0.01%
2,204
6008
$69.2K ﹤0.01%
1,199
6009
$69K ﹤0.01%
2,345
+127
6010
$68.8K ﹤0.01%
6,139
-1,434
6011
$68K ﹤0.01%
2,662
+697
6012
$67.6K ﹤0.01%
2,718
+27
6013
$67.6K ﹤0.01%
2,087
-1,777
6014
$67.5K ﹤0.01%
517
+466
6015
$67.5K ﹤0.01%
3,712
6016
$67.1K ﹤0.01%
37,500
-37,027
6017
$66.7K ﹤0.01%
4,387
+381
6018
$66.6K ﹤0.01%
27,311
-13,681
6019
$66K ﹤0.01%
2,929
+2,548
6020
$65.8K ﹤0.01%
2,033
6021
$65.5K ﹤0.01%
2,790
-4,434
6022
$65.3K ﹤0.01%
2,430
+2,261
6023
$65.2K ﹤0.01%
19,453
+16,650
6024
$65.1K ﹤0.01%
2,248
-900
6025
$64.6K ﹤0.01%
1,537
+48
239 240
241
242 243