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
2901
$17.1M ﹤0.01%
990,362
+71,553
2902
$17.1M ﹤0.01%
744,612
+128,405
2903
$17.1M ﹤0.01%
238,149
+26,175
2904
$17M ﹤0.01%
1,353,914
-135,481
2905
$17M ﹤0.01%
137,298
-1,883
2906
$17M ﹤0.01%
610,606
+140,050
2907
$17M ﹤0.01%
553,910
-81,742
2908
$17M ﹤0.01%
2,972,544
-55,895
2909
$17M ﹤0.01%
1,479,234
+1,084,976
2910
$16.9M ﹤0.01%
931,994
+649,330
2911
$16.9M ﹤0.01%
1,300,211
+56,226
2912
$16.9M ﹤0.01%
239,752
-173
2913
$16.9M ﹤0.01%
327,867
-5,651
2914
$16.9M ﹤0.01%
1,466,373
+301,864
2915
$16.9M ﹤0.01%
2,141,484
-2,388,573
2916
$16.8M ﹤0.01%
258,681
+152,402
2917
$16.8M ﹤0.01%
337,057
-71,728
2918
$16.8M ﹤0.01%
324,733
-359,849
2919
$16.8M ﹤0.01%
1,676,924
-55,426
2920
$16.8M ﹤0.01%
157,360
+25,350
2921
$16.7M ﹤0.01%
143,533
-32,515
2922
$16.7M ﹤0.01%
1,672,315
-60,484
2923
$16.7M ﹤0.01%
418,791
+15,281
2924
$16.7M ﹤0.01%
171,120
+2,109
2925
$16.7M ﹤0.01%
8,288,494
+2,843,589
115 116
117
118 119