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
2851
$18M ﹤0.01%
633,754
+53,935
2852
$18M ﹤0.01%
3,797,115
-942,259
2853
$18M ﹤0.01%
688,134
-89,921
2854
$18M ﹤0.01%
2,209,870
+561,225
2855
$17.9M ﹤0.01%
793,714
-10,350
2856
$17.9M ﹤0.01%
969,549
-50,920
2857
$17.9M ﹤0.01%
211,974
-90,590
2858
$17.9M ﹤0.01%
1,649,718
-869,207
2859
$17.9M ﹤0.01%
413,385
+139,865
2860
$17.9M ﹤0.01%
612,438
-19,819
2861
$17.9M ﹤0.01%
502,099
-214,961
2862
$17.8M ﹤0.01%
171,655
+920
2863
$17.8M ﹤0.01%
4,024,693
-296,896
2864
$17.8M ﹤0.01%
1,036,194
-26,552
2865
$17.8M ﹤0.01%
565,460
-71,684
2866
$17.8M ﹤0.01%
864,035
+133,547
2867
$17.8M ﹤0.01%
266,303
+117,966
2868
$17.8M ﹤0.01%
494,389
+17,907
2869
$17.8M ﹤0.01%
887,694
-16,295
2870
$17.8M ﹤0.01%
753,593
-299,669
2871
$17.7M ﹤0.01%
656,841
-25,835
2872
$17.7M ﹤0.01%
999,425
-91,151
2873
$17.7M ﹤0.01%
1,185,351
-193,901
2874
$17.7M ﹤0.01%
699,564
-154,426
2875
$17.7M ﹤0.01%
1,378,966
-72,529
113 114
115
116 117