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
6151
$42.6K ﹤0.01%
10,162
+5,876
6152
$42.5K ﹤0.01%
1,968
+117
6153
$42.5K ﹤0.01%
20,229
-2,753
6154
$42.3K ﹤0.01%
+1,624
6155
$42.2K ﹤0.01%
1,496
+1
6156
$41.5K ﹤0.01%
2,788
+714
6157
$41.5K ﹤0.01%
4,688
+283
6158
$41.4K ﹤0.01%
832
-42
6159
$41.1K ﹤0.01%
+2,900
6160
$41.1K ﹤0.01%
2,291
-593
6161
$41K ﹤0.01%
1,809
-2,045
6162
$40.9K ﹤0.01%
22,983
+21,383
6163
$40.9K ﹤0.01%
18,485
+5,512
6164
$40.7K ﹤0.01%
3,233
6165
$40.6K ﹤0.01%
10,125
6166
$40.3K ﹤0.01%
1,305
+228
6167
$40.3K ﹤0.01%
12,761
+10,350
6168
$40.2K ﹤0.01%
10,019
+9,566
6169
$40K ﹤0.01%
601
+1
6170
$40K ﹤0.01%
12,530
+12,426
6171
$39.9K ﹤0.01%
1,227
+506
6172
$39.7K ﹤0.01%
73,032
+40,143
6173
$39.6K ﹤0.01%
816
+36
6174
$39.5K ﹤0.01%
2,427
+2,426
6175
$39.3K ﹤0.01%
27,500
+10,000
245 246
247
248 249