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
6501
$13.5K ﹤0.01%
1,962
-24,696
6502
$13.5K ﹤0.01%
2,606
+2,481
6503
$13.4K ﹤0.01%
10,100
6504
$13.4K ﹤0.01%
12,100
6505
$13.4K ﹤0.01%
291
+1
6506
$13.4K ﹤0.01%
10,000
6507
$13.3K ﹤0.01%
702
-349
6508
$13.3K ﹤0.01%
1,900
+1,547
6509
$13.2K ﹤0.01%
8,314
-1,902
6510
$13.2K ﹤0.01%
+3,365
6511
$13.2K ﹤0.01%
6,798
+3,088
6512
$13.1K ﹤0.01%
+649
6513
$13.1K ﹤0.01%
91
+20
6514
$13K ﹤0.01%
10,272
+6,886
6515
$13K ﹤0.01%
286
+284
6516
$13K ﹤0.01%
6,476
6517
$12.9K ﹤0.01%
450
-2,575
6518
$12.9K ﹤0.01%
430
+429
6519
$12.9K ﹤0.01%
7,910
6520
$12.9K ﹤0.01%
2,634
6521
$12.8K ﹤0.01%
388
-999
6522
$12.7K ﹤0.01%
+782
6523
$12.7K ﹤0.01%
381
6524
$12.7K ﹤0.01%
14,090
6525
$12.7K ﹤0.01%
6,245
+34
259 260
261
262 263