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
6376
$20.3K ﹤0.01%
627
-2,817
6377
$20.2K ﹤0.01%
+432
6378
$20.1K ﹤0.01%
399
+157
6379
$20.1K ﹤0.01%
1,518
-151
6380
$19.9K ﹤0.01%
728
-15
6381
$19.8K ﹤0.01%
1,441
6382
$19.8K ﹤0.01%
4,838
+4,825
6383
$19.5K ﹤0.01%
501
6384
$19.5K ﹤0.01%
306
+305
6385
$19.5K ﹤0.01%
277
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6386
$19.4K ﹤0.01%
3,751
+751
6387
$19.3K ﹤0.01%
667
+117
6388
$19.2K ﹤0.01%
2,206
-5,864
6389
$19.2K ﹤0.01%
1,762
+1,360
6390
$19K ﹤0.01%
4,104
-2,591
6391
$19K ﹤0.01%
15,700
6392
$18.9K ﹤0.01%
1,780
+875
6393
$18.8K ﹤0.01%
50,848
+13,000
6394
$18.8K ﹤0.01%
500
-1
6395
$18.7K ﹤0.01%
26,459
+147
6396
$18.7K ﹤0.01%
286
+135
6397
$18.6K ﹤0.01%
390
+389
6398
$18.5K ﹤0.01%
2,025
+1
6399
$18.5K ﹤0.01%
511
6400
$18.5K ﹤0.01%
4,119
-2,000
254 255
256
257 258