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
2626
$22.6M ﹤0.01%
632,178
-209,596
2627
$22.5M ﹤0.01%
1,042,479
-621,400
2628
$22.5M ﹤0.01%
1,305,829
+70,094
2629
$22.5M ﹤0.01%
870,843
+3,610
2630
$22.4M ﹤0.01%
3,367,182
-1,050,337
2631
$22.4M ﹤0.01%
2,625,117
-287,987
2632
$22.4M ﹤0.01%
830,055
+56,117
2633
$22.4M ﹤0.01%
381,564
-48,840
2634
$22.4M ﹤0.01%
2,301,866
+300,478
2635
$22.4M ﹤0.01%
273,094
-12,591
2636
$22.4M ﹤0.01%
3,218,879
+175,641
2637
$22.3M ﹤0.01%
1,930,290
+36,790
2638
$22.3M ﹤0.01%
372,698
-17,078
2639
$22.3M ﹤0.01%
929,750
+99,780
2640
$22.3M ﹤0.01%
207,862
-29,151
2641
$22.2M ﹤0.01%
446,724
-187,176
2642
$22.2M ﹤0.01%
997,695
+39,291
2643
$22.2M ﹤0.01%
565,046
-115,935
2644
$22.1M ﹤0.01%
2,156,649
-86,005
2645
$22.1M ﹤0.01%
377,490
-5,920
2646
$22.1M ﹤0.01%
562,178
+279,068
2647
$22.1M ﹤0.01%
836,148
+36,198
2648
$22.1M ﹤0.01%
1,338,774
-610,495
2649
$22.1M ﹤0.01%
243,044
-45,209
2650
$22M ﹤0.01%
230,556
-12,108
104 105
106
107 108