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
6201
$35.8K ﹤0.01%
5,300
6202
$35.8K ﹤0.01%
16,104
+5,357
6203
$35.7K ﹤0.01%
1,100
-400
6204
$35.3K ﹤0.01%
6,783
+5,783
6205
$35.3K ﹤0.01%
4,912
+263
6206
$35.1K ﹤0.01%
1,000
-350
6207
$35K ﹤0.01%
36,484
6208
$35K ﹤0.01%
14,766
+5,400
6209
$34.8K ﹤0.01%
702
-1
6210
$34.5K ﹤0.01%
1,347
-6
6211
$34.5K ﹤0.01%
12,764
+11,283
6212
$34.3K ﹤0.01%
+8,154
6213
$34.2K ﹤0.01%
3,507
+101
6214
$34.1K ﹤0.01%
790
6215
$34K ﹤0.01%
28,606
-27,490
6216
$34K ﹤0.01%
32,344
-148,046
6217
$33.8K ﹤0.01%
8,662
-16,502
6218
$33.8K ﹤0.01%
+4,240
6219
$33.7K ﹤0.01%
526
-654
6220
$33.7K ﹤0.01%
23,867
+11,424
6221
$33.6K ﹤0.01%
12,005
6222
$33.6K ﹤0.01%
23,020
-751
6223
$33.6K ﹤0.01%
501
-1
6224
$33.5K ﹤0.01%
2,640
+100
6225
$33.4K ﹤0.01%
1,001
247 248
249
250 251