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
2751
$20M ﹤0.01%
2,121,668
-2,093,663
2752
$20M ﹤0.01%
579,530
-62,279
2753
$19.9M ﹤0.01%
390,076
-159,753
2754
$19.9M ﹤0.01%
898,431
+213,516
2755
$19.8M ﹤0.01%
3,597,298
-285,996
2756
$19.8M ﹤0.01%
2,119,928
-1,900,153
2757
$19.7M ﹤0.01%
656,653
+67,486
2758
$19.7M ﹤0.01%
795,319
-412,438
2759
$19.7M ﹤0.01%
2,168,228
-241,126
2760
$19.7M ﹤0.01%
1,840,258
+21,584
2761
$19.6M ﹤0.01%
+795,001
2762
$19.6M ﹤0.01%
808,312
-35,827
2763
$19.6M ﹤0.01%
1,482,068
-257,272
2764
$19.6M ﹤0.01%
731,349
-107,904
2765
$19.6M ﹤0.01%
2,684,564
+128,553
2766
$19.6M ﹤0.01%
434,087
-145,264
2767
$19.5M ﹤0.01%
495,002
-137,001
2768
$19.5M ﹤0.01%
1,044,459
-233,412
2769
$19.5M ﹤0.01%
227,666
-88,760
2770
$19.5M ﹤0.01%
679,339
+67,608
2771
$19.5M ﹤0.01%
684,579
+23,776
2772
$19.5M ﹤0.01%
2,307,316
-139,013
2773
$19.4M ﹤0.01%
1,832,800
-755,054
2774
$19.4M ﹤0.01%
524,680
+233,032
2775
$19.4M ﹤0.01%
684,230
+23,147
109 110
111
112 113