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
6226
$33.4K ﹤0.01%
3,034
+212
6227
$33.3K ﹤0.01%
1,107
+425
6228
$32.8K ﹤0.01%
34,956
-8,000
6229
$32.6K ﹤0.01%
2,051
+200
6230
$32.4K ﹤0.01%
2,800
+1,800
6231
$32.3K ﹤0.01%
8,129
+4,313
6232
$32.2K ﹤0.01%
5,167
6233
$32.1K ﹤0.01%
749
-221
6234
$32K ﹤0.01%
+634
6235
$31.9K ﹤0.01%
1,265
6236
$31.8K ﹤0.01%
31,224
+776
6237
$31.8K ﹤0.01%
10,100
6238
$31.6K ﹤0.01%
684
+27
6239
$31.5K ﹤0.01%
458
-1,559
6240
$31.4K ﹤0.01%
1,323
-320
6241
$31.3K ﹤0.01%
28,693
-4,999
6242
$31.1K ﹤0.01%
1,231
+284
6243
$30.9K ﹤0.01%
+14,300
6244
$30.9K ﹤0.01%
1,285
-1
6245
$30.9K ﹤0.01%
3,507
-626
6246
$30.8K ﹤0.01%
12,380
+4,500
6247
$30.7K ﹤0.01%
766
-422
6248
$30.7K ﹤0.01%
+1,000
6249
$30.6K ﹤0.01%
30,961
+29,299
6250
$30.6K ﹤0.01%
1,505
-957
248 249
250
251 252