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
2651
$22M ﹤0.01%
567,238
-25,741
2652
$22M ﹤0.01%
989,801
+65,644
2653
$22M ﹤0.01%
841,811
-377,870
2654
$21.9M ﹤0.01%
483,172
+8,509
2655
$21.9M ﹤0.01%
554,242
+156,128
2656
$21.9M ﹤0.01%
1,792,584
-104,050
2657
$21.9M ﹤0.01%
243,908
+26,422
2658
$21.9M ﹤0.01%
455,627
-111,775
2659
$21.9M ﹤0.01%
535,671
+107,146
2660
$21.8M ﹤0.01%
3,196,783
-3,323,127
2661
$21.8M ﹤0.01%
1,994,277
+189,479
2662
$21.8M ﹤0.01%
1,652,142
+139,314
2663
$21.8M ﹤0.01%
1,279,572
+164,601
2664
$21.7M ﹤0.01%
369,163
-149,165
2665
$21.7M ﹤0.01%
340,497
+181,879
2666
$21.7M ﹤0.01%
65,341
-26,938
2667
$21.7M ﹤0.01%
1,596,389
-14,529
2668
$21.6M ﹤0.01%
515,261
-36,343
2669
$21.6M ﹤0.01%
466,823
-52,962
2670
$21.6M ﹤0.01%
2,985,515
+521,327
2671
$21.6M ﹤0.01%
503,503
+4,244
2672
$21.6M ﹤0.01%
1,916,751
+149,447
2673
$21.6M ﹤0.01%
315,112
-29,095
2674
$21.6M ﹤0.01%
396,662
+393,989
2675
$21.6M ﹤0.01%
249,017
+19,808
105 106
107
108 109