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
2526
$25.4M ﹤0.01%
1,059,391
+50,114
2527
$25.4M ﹤0.01%
70,162
-6,936
2528
$25.4M ﹤0.01%
271,877
-121,045
2529
$25.4M ﹤0.01%
1,548,868
-1,025,828
2530
$25.3M ﹤0.01%
399,380
+747
2531
$25.3M ﹤0.01%
2,798,480
+270,728
2532
$25.3M ﹤0.01%
475,252
-54,623
2533
$25.2M ﹤0.01%
1,697,717
-594,045
2534
$25.2M ﹤0.01%
504,903
-42,374
2535
$25.2M ﹤0.01%
1,813,765
+24,860
2536
$25.2M ﹤0.01%
598,189
+130,353
2537
$25.2M ﹤0.01%
272,898
-10,868
2538
$25.1M ﹤0.01%
325,422
+34,332
2539
$25.1M ﹤0.01%
281,058
-64,597
2540
$25.1M ﹤0.01%
1,217,558
-131,553
2541
$25M ﹤0.01%
1,229,140
-515,615
2542
$25M ﹤0.01%
1,428,181
-171,363
2543
$25M ﹤0.01%
1,010,624
+192,882
2544
$25M ﹤0.01%
380,621
+153,537
2545
$25M ﹤0.01%
662,769
-51,993
2546
$25M ﹤0.01%
722,671
-30,341
2547
$24.9M ﹤0.01%
4,594,355
+3,785,557
2548
$24.9M ﹤0.01%
266,671
+24,350
2549
$24.9M ﹤0.01%
770,705
-55,751
2550
$24.9M ﹤0.01%
761,931
-39,918
100 101
102
103 104