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
2926
$16.7M ﹤0.01%
286,536
+16,939
2927
$16.6M ﹤0.01%
315,483
+12,756
2928
$16.6M ﹤0.01%
1,920,602
-97,378
2929
$16.6M ﹤0.01%
637,890
-160,962
2930
$16.6M ﹤0.01%
140,270
+8,472
2931
$16.6M ﹤0.01%
1,105,343
+17,395
2932
$16.6M ﹤0.01%
1,538,313
+133,392
2933
$16.6M ﹤0.01%
309,110
-16,324
2934
$16.6M ﹤0.01%
1,635,865
-249,777
2935
$16.5M ﹤0.01%
876,488
+84,809
2936
$16.5M ﹤0.01%
1,427,295
-73,906
2937
$16.5M ﹤0.01%
890,090
-27,049
2938
$16.5M ﹤0.01%
237,813
-27,289
2939
$16.5M ﹤0.01%
430,944
-19,967
2940
$16.5M ﹤0.01%
421,726
+306,810
2941
$16.4M ﹤0.01%
170,013
-4,007
2942
$16.4M ﹤0.01%
283,602
-7,547
2943
$16.4M ﹤0.01%
336,005
-41,375
2944
$16.4M ﹤0.01%
1,372,950
+34,419
2945
$16.4M ﹤0.01%
710,102
+149,007
2946
$16.4M ﹤0.01%
346,838
+12,918
2947
$16.4M ﹤0.01%
301,210
+185,915
2948
$16.4M ﹤0.01%
212,832
+14,479
2949
$16.3M ﹤0.01%
455,687
+210,570
2950
$16.3M ﹤0.01%
390,289
-103,207