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
351
$718M 0.05%
7,770,318
-6,350,880
352
$711M 0.05%
2,367,953
+177,594
353
$708M 0.05%
11,160,360
+188,286
354
$706M 0.05%
1,223,487
+50,878
355
$705M 0.05%
7,975,571
+499,327
356
$704M 0.05%
2,184,687
-635,441
357
$703M 0.05%
3,579,114
-210,643
358
$702M 0.05%
14,199,093
+2,847,704
359
$701M 0.05%
15,876,916
+3,215,129
360
$699M 0.05%
2,837,289
-60,843
361
$697M 0.05%
8,611,165
+229,125
362
$694M 0.05%
13,845,989
+838,412
363
$693M 0.05%
2,056,910
-19,624
364
$692M 0.05%
7,467,617
+482,663
365
$691M 0.05%
5,366,652
+15,350
366
$689M 0.05%
2,715,224
+280,906
367
$683M 0.05%
14,191,497
+1,896,292
368
$683M 0.05%
3,825,173
-17,006
369
$682M 0.05%
20,102,175
+4,830,339
370
$679M 0.05%
9,849,034
+343,319
371
$678M 0.05%
10,377,344
+7,881,996
372
$677M 0.05%
5,167,621
+91,105
373
$675M 0.05%
1,633,039
+451,330
374
$671M 0.05%
18,729,904
+3,776,261
375
$669M 0.05%
2,976,986
+51,665
13 14
15
16 17