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
6751
$6.04K ﹤0.01%
+2,741
6752
$6.04K ﹤0.01%
173
-1,770
6753
$6.03K ﹤0.01%
183
+181
6754
$6.03K ﹤0.01%
3,723
-3,022
6755
$6K ﹤0.01%
+561
6756
$5.95K ﹤0.01%
17,707
-50
6757
$5.94K ﹤0.01%
2,749
-3,327
6758
$5.93K ﹤0.01%
3,924
6759
$5.89K ﹤0.01%
568
-715
6760
$5.87K ﹤0.01%
151
+126
6761
$5.87K ﹤0.01%
385
-1
6762
$5.86K ﹤0.01%
289
6763
$5.85K ﹤0.01%
1,931
6764
$5.81K ﹤0.01%
36,135
+5,466
6765
$5.79K ﹤0.01%
26
6766
$5.79K ﹤0.01%
138
6767
$5.68K ﹤0.01%
671
+1
6768
$5.67K ﹤0.01%
1,570
6769
$5.67K ﹤0.01%
196
6770
$5.66K ﹤0.01%
151
-1
6771
$5.66K ﹤0.01%
501
+499
6772
$5.65K ﹤0.01%
200
+98
6773
$5.65K ﹤0.01%
252
-15,949
6774
$5.62K ﹤0.01%
73
+28
6775
$5.61K ﹤0.01%
+213
269 270
271
272 273