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
6051
$59.6K ﹤0.01%
1,144
6052
$59.4K ﹤0.01%
41,541
+10,000
6053
$59.2K ﹤0.01%
1,401
6054
$59.1K ﹤0.01%
+14,800
6055
$58.5K ﹤0.01%
7,789
+3,255
6056
$58.4K ﹤0.01%
1,755
-474
6057
$57.9K ﹤0.01%
19,510
+92
6058
$57.8K ﹤0.01%
1,223
-1
6059
$57.6K ﹤0.01%
+1,500
6060
$57.4K ﹤0.01%
407
+13
6061
$57.4K ﹤0.01%
1,653
6062
$57K ﹤0.01%
1,314
+1,312
6063
$56.9K ﹤0.01%
3,298
-774
6064
$56.9K ﹤0.01%
2,851
+250
6065
$56.9K ﹤0.01%
1,735
6066
$56.5K ﹤0.01%
1,106
+26
6067
$56K ﹤0.01%
2,077
+1,879
6068
$56K ﹤0.01%
903
+12
6069
$55.5K ﹤0.01%
2,653
+1,211
6070
$55.2K ﹤0.01%
646
+435
6071
$55.1K ﹤0.01%
636
+549
6072
$55K ﹤0.01%
7,400
-1,601
6073
$54K ﹤0.01%
3,136
+2,661
6074
$53.8K ﹤0.01%
17,822
+15,602
6075
$53.8K ﹤0.01%
+20,207
241 242
243
244 245