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
2476
$26.5M ﹤0.01%
300,053
-50,268
2477
$26.5M ﹤0.01%
498,089
+20,633
2478
$26.5M ﹤0.01%
1,033,223
+486,894
2479
$26.4M ﹤0.01%
536,987
-156,178
2480
$26.4M ﹤0.01%
2,163,089
-280,257
2481
$26.4M ﹤0.01%
1,762,922
+121,457
2482
$26.4M ﹤0.01%
1,066,878
-378,894
2483
$26.4M ﹤0.01%
958,662
-173,165
2484
$26.4M ﹤0.01%
648,413
+75,516
2485
$26.4M ﹤0.01%
1,466,295
-246,369
2486
$26.4M ﹤0.01%
613,438
+503,697
2487
$26.4M ﹤0.01%
348,193
-99,218
2488
$26.3M ﹤0.01%
1,561,496
+97,997
2489
$26.3M ﹤0.01%
1,720,843
+754,660
2490
$26.2M ﹤0.01%
715,371
-6,639
2491
$26.2M ﹤0.01%
370,139
-15,244
2492
$26.2M ﹤0.01%
237,877
-16,877
2493
$26.2M ﹤0.01%
544,710
+66,114
2494
$26.2M ﹤0.01%
2,490,719
+292,966
2495
$26.2M ﹤0.01%
402,007
+38,181
2496
$26.1M ﹤0.01%
220,488
+5,699
2497
$26.1M ﹤0.01%
807,511
-4,535
2498
$26.1M ﹤0.01%
2,610,872
+56,289
2499
$26.1M ﹤0.01%
532,548
-184,193
2500
$26M ﹤0.01%
1,914,394
+853,482
98 99
100
101 102