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
2826
$18.4M ﹤0.01%
506,685
+96,189
2827
$18.4M ﹤0.01%
376,153
-323,513
2828
$18.4M ﹤0.01%
2,204,702
+287,183
2829
$18.4M ﹤0.01%
276,693
-51,233
2830
$18.4M ﹤0.01%
87,368
-2,822
2831
$18.3M ﹤0.01%
4,408,253
-408,879
2832
$18.3M ﹤0.01%
637,481
-232,144
2833
$18.3M ﹤0.01%
445,802
-100,461
2834
$18.3M ﹤0.01%
1,048,820
+179,618
2835
$18.3M ﹤0.01%
378,354
+38,531
2836
$18.3M ﹤0.01%
270,885
-45,041
2837
$18.3M ﹤0.01%
448,512
+52,266
2838
$18.3M ﹤0.01%
1,251,017
+26,170
2839
$18.2M ﹤0.01%
150,335
+7,131
2840
$18.2M ﹤0.01%
541,831
-102,648
2841
$18.2M ﹤0.01%
446,121
-43,336
2842
$18.2M ﹤0.01%
343,921
+11,873
2843
$18.1M ﹤0.01%
608,126
-61,995
2844
$18.1M ﹤0.01%
371,204
+8,853
2845
$18.1M ﹤0.01%
571,102
+30,835
2846
$18.1M ﹤0.01%
267,107
-1,123
2847
$18.1M ﹤0.01%
468,161
+117,695
2848
$18.1M ﹤0.01%
240,498
-25,958
2849
$18.1M ﹤0.01%
709,103
-96,616
2850
$18M ﹤0.01%
216,980
+2,298
112 113
114
115 116