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
2676
$21.5M ﹤0.01%
919,587
-57,517
2677
$21.5M ﹤0.01%
387,349
+37,749
2678
$21.5M ﹤0.01%
170,928
-25,650
2679
$21.5M ﹤0.01%
549,083
-105,981
2680
$21.5M ﹤0.01%
449,118
+17,359
2681
$21.4M ﹤0.01%
671,958
+8,165
2682
$21.3M ﹤0.01%
780,792
-511,585
2683
$21.3M ﹤0.01%
304,138
+287,639
2684
$21.2M ﹤0.01%
214,821
-5,845
2685
$21.2M ﹤0.01%
444,354
-49,763
2686
$21.2M ﹤0.01%
544,270
+37,502
2687
$21.2M ﹤0.01%
1,151,171
-1,114,435
2688
$21.2M ﹤0.01%
4,131,124
-1,093,711
2689
$21.1M ﹤0.01%
917,193
-63,174
2690
$21.1M ﹤0.01%
1,119,928
-975,754
2691
$21.1M ﹤0.01%
876,332
+83,498
2692
$21.1M ﹤0.01%
536,983
-203,002
2693
$21.1M ﹤0.01%
731,511
+119,683
2694
$21M ﹤0.01%
1,105,202
-1,241,090
2695
$21M ﹤0.01%
1,499,025
-9,193
2696
$20.9M ﹤0.01%
1,160,607
+145,722
2697
$20.9M ﹤0.01%
676,378
+246,013
2698
$20.9M ﹤0.01%
404,273
-72,722
2699
$20.9M ﹤0.01%
3,804,306
+2,068,116
2700
$20.9M ﹤0.01%
3,072,838
-716,107
106 107
108
109 110