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
6126
$45K ﹤0.01%
9,901
+1,722
6127
$44.9K ﹤0.01%
1,971
-8,701
6128
$44.8K ﹤0.01%
570
+10
6129
$44.7K ﹤0.01%
24,582
+13,977
6130
$44.7K ﹤0.01%
2,098
6131
$44.7K ﹤0.01%
54,594
+54,200
6132
$44.7K ﹤0.01%
4,330
-8,718
6133
$44.7K ﹤0.01%
1,303
-28
6134
$44.6K ﹤0.01%
10,547
-2,422
6135
$44.5K ﹤0.01%
228
6136
$44.3K ﹤0.01%
3,601
-1,443
6137
$44.2K ﹤0.01%
552
-654
6138
$44K ﹤0.01%
18,858
+10,262
6139
$43.9K ﹤0.01%
52,839
-9,033
6140
$43.5K ﹤0.01%
37,538
+17,818
6141
$43.4K ﹤0.01%
689
-1,200
6142
$43.3K ﹤0.01%
17,737
-9,293
6143
$43.3K ﹤0.01%
908
+157
6144
$43.3K ﹤0.01%
2,027
-652
6145
$43.1K ﹤0.01%
1,233
-2,054
6146
$43.1K ﹤0.01%
13,593
+3,454
6147
$43K ﹤0.01%
2,174
-1,749
6148
$43K ﹤0.01%
1,548
-1,036
6149
$42.9K ﹤0.01%
3,401
-10,187
6150
$42.9K ﹤0.01%
1,750
+1,748
244 245
246
247 248