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
2726
$20.5M ﹤0.01%
2,410,182
+208,001
2727
$20.5M ﹤0.01%
225,541
+11,730
2728
$20.5M ﹤0.01%
621,630
-7,784
2729
$20.5M ﹤0.01%
1,492,925
+567,386
2730
$20.5M ﹤0.01%
402,622
-21,046
2731
$20.5M ﹤0.01%
641,252
+41,772
2732
$20.5M ﹤0.01%
1,688,402
-251,119
2733
$20.5M ﹤0.01%
913,181
+550,553
2734
$20.4M ﹤0.01%
3,264,514
-942,848
2735
$20.4M ﹤0.01%
119,177
-11,759
2736
$20.4M ﹤0.01%
855,517
-728,923
2737
$20.4M ﹤0.01%
239,102
-1,523
2738
$20.4M ﹤0.01%
986,531
-73,403
2739
$20.4M ﹤0.01%
1,041,268
-1,110
2740
$20.3M ﹤0.01%
429,187
+25,888
2741
$20.3M ﹤0.01%
2,042,945
+1,645,941
2742
$20.3M ﹤0.01%
747,744
-123,113
2743
$20.3M ﹤0.01%
498,043
+28,210
2744
$20.3M ﹤0.01%
107,198
+23,237
2745
$20.2M ﹤0.01%
960,049
+31,552
2746
$20.2M ﹤0.01%
810,311
-618,351
2747
$20.2M ﹤0.01%
672,665
-176,845
2748
$20.1M ﹤0.01%
262,910
+161,405
2749
$20.1M ﹤0.01%
1,098,388
+59,238
2750
$20.1M ﹤0.01%
394,453
+65,752
108 109
110
111 112