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
476
$491M 0.03%
7,794,042
+69,217
477
$491M 0.03%
951,352
+112,237
478
$491M 0.03%
8,665,884
+401,801
479
$490M 0.03%
5,825,934
-845,230
480
$490M 0.03%
3,424,439
+115,903
481
$488M 0.03%
5,395,014
-46,339
482
$487M 0.03%
3,405,938
+701,354
483
$486M 0.03%
10,084,785
-7,690,548
484
$484M 0.03%
2,555,357
-38,090
485
$482M 0.03%
20,989,744
+1,193,048
486
$481M 0.03%
4,290,309
+425,807
487
$479M 0.03%
10,884,239
-1,072,818
488
$479M 0.03%
1,852,088
-241,936
489
$479M 0.03%
4,941,677
+406,903
490
$474M 0.03%
6,250,349
-73,995
491
$471M 0.03%
12,812,894
+10,542,775
492
$471M 0.03%
2,671,243
+407,509
493
$470M 0.03%
9,186,400
-400,957
494
$465M 0.03%
10,627,810
-223,161
495
$465M 0.03%
21,966,581
-196,924
496
$465M 0.03%
14,462,683
+1,085,769
497
$465M 0.03%
8,392,207
+235,200
498
$464M 0.03%
5,628,433
-221,290
499
$460M 0.03%
3,477,597
+316,150
500
$457M 0.03%
10,820,111
+477,742
18 19
20
21 22