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
6801
$5.08K ﹤0.01%
2,793
-267
6802
$5.05K ﹤0.01%
+168
6803
$5.04K ﹤0.01%
304
-50
6804
$5K ﹤0.01%
+900
6805
$4.98K ﹤0.01%
2,457
+433
6806
$4.95K ﹤0.01%
196
+195
6807
$4.87K ﹤0.01%
539
6808
$4.84K ﹤0.01%
4,480
6809
$4.8K ﹤0.01%
114
-722
6810
$4.77K ﹤0.01%
132
+131
6811
$4.73K ﹤0.01%
1,384
6812
$4.69K ﹤0.01%
895
-333
6813
$4.68K ﹤0.01%
176
6814
$4.63K ﹤0.01%
226
-90
6815
$4.61K ﹤0.01%
125
6816
$4.61K ﹤0.01%
+154
6817
$4.56K ﹤0.01%
1,639
-524
6818
$4.54K ﹤0.01%
1,338
+600
6819
$4.52K ﹤0.01%
461
-150
6820
$4.52K ﹤0.01%
151
6821
$4.5K ﹤0.01%
148
6822
$4.5K ﹤0.01%
266
-1
6823
$4.46K ﹤0.01%
601
+1
6824
$4.45K ﹤0.01%
6,448
+367
6825
$4.42K ﹤0.01%
894
-1,533,056
271 272
273
274 275