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
6101
$50.2K ﹤0.01%
42,220
-180,201
6102
$50.2K ﹤0.01%
967
-60
6103
$50K ﹤0.01%
2,330
+847
6104
$49.7K ﹤0.01%
+1,039
6105
$49.5K ﹤0.01%
2,000
-2
6106
$49.2K ﹤0.01%
2,594
-1,487
6107
$49K ﹤0.01%
2,576
-726
6108
$48.9K ﹤0.01%
1,895
-1
6109
$48.5K ﹤0.01%
100,000
6110
$48.4K ﹤0.01%
1,548
6111
$48.1K ﹤0.01%
67,342
-4,513
6112
$47.8K ﹤0.01%
+5,340
6113
$47.6K ﹤0.01%
1,699
-1,990
6114
$47.2K ﹤0.01%
1,847
+1,692
6115
$47.2K ﹤0.01%
2,126
6116
$47.1K ﹤0.01%
18,125
-32,262
6117
$47.1K ﹤0.01%
2,986
+326
6118
$47.1K ﹤0.01%
1,161
6119
$46.6K ﹤0.01%
1,430
6120
$46.3K ﹤0.01%
12,249
+1,390
6121
$45.7K ﹤0.01%
+6,697
6122
$45.5K ﹤0.01%
1,200
6123
$45.5K ﹤0.01%
37,937
-7,110
6124
$45.5K ﹤0.01%
16,193
+12,495
6125
$45.4K ﹤0.01%
1,917
+2
243 244
245
246 247