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
2551
$24.8M ﹤0.01%
280,297
-23,464
2552
$24.8M ﹤0.01%
493,313
+220,561
2553
$24.8M ﹤0.01%
322,832
+24,322
2554
$24.8M ﹤0.01%
691,274
+22,687
2555
$24.8M ﹤0.01%
772,632
-355,948
2556
$24.7M ﹤0.01%
766,008
-119,503
2557
$24.6M ﹤0.01%
480,860
+68,979
2558
$24.6M ﹤0.01%
4,395,031
-132,394
2559
$24.6M ﹤0.01%
491,939
+103,431
2560
$24.5M ﹤0.01%
1,542,011
+332,883
2561
$24.5M ﹤0.01%
2,347,419
+48,803
2562
$24.5M ﹤0.01%
1,056,494
+707,877
2563
$24.5M ﹤0.01%
304,001
-63,302
2564
$24.5M ﹤0.01%
677,667
-48,446
2565
$24.5M ﹤0.01%
617,682
-92,906
2566
$24.4M ﹤0.01%
635,277
+550,973
2567
$24.3M ﹤0.01%
15,716,434
-1,601,092
2568
$24.3M ﹤0.01%
1,069,786
-2,888
2569
$24.2M ﹤0.01%
1,225,242
+1,165,671
2570
$24.2M ﹤0.01%
911,108
-222,692
2571
$24.2M ﹤0.01%
575,200
-774,619
2572
$24.1M ﹤0.01%
797,658
+104,903
2573
$24.1M ﹤0.01%
813,698
+190,905
2574
$24.1M ﹤0.01%
2,471,122
+181,313
2575
$24M ﹤0.01%
2,298,205
-117,821
101 102
103
104 105