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
6251
$30.5K ﹤0.01%
+8,341
6252
$30.5K ﹤0.01%
420
-1
6253
$30.4K ﹤0.01%
8,228
+2,078
6254
$30.4K ﹤0.01%
4,094
-136
6255
$30.3K ﹤0.01%
1,175
+1
6256
$30.3K ﹤0.01%
600
6257
$30.3K ﹤0.01%
4,342
+1,216
6258
$30.2K ﹤0.01%
2,295
+1,739
6259
$30.1K ﹤0.01%
41,871
-15,748
6260
$29.7K ﹤0.01%
8,739
-5,322
6261
$29.7K ﹤0.01%
597
-7
6262
$29.6K ﹤0.01%
7,774
-2,760
6263
$29.5K ﹤0.01%
955
-43
6264
$29.4K ﹤0.01%
9,919
+2,361
6265
$29.4K ﹤0.01%
658
-2,015
6266
$29.4K ﹤0.01%
5,528
+4,178
6267
$29.4K ﹤0.01%
1,334
-1,648
6268
$29.3K ﹤0.01%
1,164
+850
6269
$29.2K ﹤0.01%
17,894
-9,538
6270
$29K ﹤0.01%
25,000
6271
$28.9K ﹤0.01%
68,915
-7,301
6272
$28.9K ﹤0.01%
1,606
+1,605
6273
$28.8K ﹤0.01%
7,094
-1,518
6274
$28.8K ﹤0.01%
33,138
-63,962
6275
$28.8K ﹤0.01%
1,128
-22
249 250
251
252 253