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
2501
$26M ﹤0.01%
1,852,229
-1,398,488
2502
$26M ﹤0.01%
3,769,291
-17,842
2503
$26M ﹤0.01%
8,683,870
+5,765,026
2504
$25.9M ﹤0.01%
277,079
+54,568
2505
$25.9M ﹤0.01%
377,563
-188,822
2506
$25.9M ﹤0.01%
721,296
-278,940
2507
$25.9M ﹤0.01%
2,026,080
-260,210
2508
$25.8M ﹤0.01%
505,040
-160,559
2509
$25.8M ﹤0.01%
331,387
-353,663
2510
$25.8M ﹤0.01%
349,297
-147,469
2511
$25.8M ﹤0.01%
3,854,156
-453,062
2512
$25.8M ﹤0.01%
1,117,475
+25,918
2513
$25.8M ﹤0.01%
338,106
-161,511
2514
$25.8M ﹤0.01%
626,954
-5,271
2515
$25.7M ﹤0.01%
638,450
-36,879
2516
$25.7M ﹤0.01%
360,167
-55,469
2517
$25.7M ﹤0.01%
928,909
-314,058
2518
$25.7M ﹤0.01%
1,065,137
-660,358
2519
$25.7M ﹤0.01%
1,279,683
+22,717
2520
$25.7M ﹤0.01%
813,327
-47,863
2521
$25.6M ﹤0.01%
391,739
-26,163
2522
$25.6M ﹤0.01%
2,536,053
-96,381
2523
$25.5M ﹤0.01%
1,470,522
-761,464
2524
$25.5M ﹤0.01%
709,218
+42,990
2525
$25.5M ﹤0.01%
731,119
-8,986
99 100
101
102 103