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
2601
$23.3M ﹤0.01%
1,179,249
-36,953
2602
$23.3M ﹤0.01%
+525,421
2603
$23.3M ﹤0.01%
2,216,125
+546,123
2604
$23.3M ﹤0.01%
325,630
-16,354
2605
$23.2M ﹤0.01%
367,993
-31,695
2606
$23.2M ﹤0.01%
942,528
+286,948
2607
$23.2M ﹤0.01%
1,322,135
-254,010
2608
$23.1M ﹤0.01%
361,302
-91,348
2609
$23.1M ﹤0.01%
335,273
-2,063
2610
$23.1M ﹤0.01%
1,164,935
+289,046
2611
$23.1M ﹤0.01%
1,532,724
-328,863
2612
$23M ﹤0.01%
992,299
+357,956
2613
$22.9M ﹤0.01%
374,212
-54,758
2614
$22.9M ﹤0.01%
384,945
-19,019
2615
$22.8M ﹤0.01%
1,010,454
-7,221
2616
$22.8M ﹤0.01%
402,030
+13,531
2617
$22.8M ﹤0.01%
2,859,908
+384,924
2618
$22.8M ﹤0.01%
690,866
-2,360,337
2619
$22.8M ﹤0.01%
1,384,819
-477,307
2620
$22.7M ﹤0.01%
103,051
-30,464
2621
$22.7M ﹤0.01%
251,764
-56,859
2622
$22.7M ﹤0.01%
752,331
-35,401
2623
$22.7M ﹤0.01%
1,777,301
-936,672
2624
$22.6M ﹤0.01%
6,613,945
+876,964
2625
$22.6M ﹤0.01%
826,019
+14,254
103 104
105
106 107