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
6276
$28.7K ﹤0.01%
4,896
+1,582
6277
$28.6K ﹤0.01%
752
+2
6278
$28.4K ﹤0.01%
1,456
6279
$27.6K ﹤0.01%
+1,728
6280
$27.6K ﹤0.01%
1,865
-7,920
6281
$27.5K ﹤0.01%
2,000
6282
$27.5K ﹤0.01%
1,250
6283
$27.5K ﹤0.01%
818
6284
$27.4K ﹤0.01%
1,300
6285
$27.3K ﹤0.01%
14,586
+1,981
6286
$27.2K ﹤0.01%
1,472
-1,181
6287
$27.2K ﹤0.01%
25,424
-7,000
6288
$27.2K ﹤0.01%
379
+218
6289
$27.1K ﹤0.01%
13,497
-5,664
6290
$27K ﹤0.01%
1,286
6291
$27K ﹤0.01%
+1,099
6292
$27K ﹤0.01%
990
+1
6293
$26.9K ﹤0.01%
+1,300
6294
$26.8K ﹤0.01%
+8,801
6295
$26.6K ﹤0.01%
28,221
+25,369
6296
$26.6K ﹤0.01%
862
+263
6297
$26.5K ﹤0.01%
4,349
+1,695
6298
$26.5K ﹤0.01%
559
+558
6299
$26.4K ﹤0.01%
+1,147
6300
$26.4K ﹤0.01%
28,056
-2,322
250 251
252
253 254