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
6301
$26.3K ﹤0.01%
25,000
+15,000
6302
$26.2K ﹤0.01%
2,600
-700
6303
$26.1K ﹤0.01%
498
-2
6304
$26K ﹤0.01%
1,141
-199
6305
$25.9K ﹤0.01%
+818
6306
$25.8K ﹤0.01%
9,366
6307
$25.5K ﹤0.01%
363
-596
6308
$25.3K ﹤0.01%
734
-1
6309
$25.3K ﹤0.01%
1,039
6310
$25.3K ﹤0.01%
1,284
6311
$25.3K ﹤0.01%
9,018
-6,942
6312
$25.2K ﹤0.01%
1,585
6313
$25.1K ﹤0.01%
2,465
+1,478
6314
$25K ﹤0.01%
7,475
+500
6315
$25K ﹤0.01%
2,305
-5,399
6316
$25K ﹤0.01%
964
6317
$25K ﹤0.01%
1,873
6318
$24.9K ﹤0.01%
878
+661
6319
$24.4K ﹤0.01%
15,457
-386
6320
$24.2K ﹤0.01%
1,000
6321
$24K ﹤0.01%
5,115
-2,940
6322
$23.9K ﹤0.01%
502
-147
6323
$23.8K ﹤0.01%
1,200
+2
6324
$23.7K ﹤0.01%
4,034
-325
6325
$23.7K ﹤0.01%
7,296
+5,629