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
526
$434M 0.03%
7,623,170
-146,523
527
$432M 0.03%
4,055,685
-531,221
528
$432M 0.03%
3,190,507
-6,953
529
$432M 0.03%
5,813,999
-129,142
530
$429M 0.03%
11,521,999
-280,691
531
$427M 0.03%
8,334,962
+888,585
532
$426M 0.03%
42,995,952
-6,270,291
533
$424M 0.03%
2,612,903
+103,807
534
$424M 0.03%
48,689,385
+7,897,667
535
$423M 0.03%
5,235,309
-46,141
536
$422M 0.03%
2,279,932
-87,581
537
$420M 0.03%
38,790,614
+11,143,347
538
$419M 0.03%
1,656,049
+16,550
539
$417M 0.03%
16,724,400
+2,302,647
540
$417M 0.03%
13,567,547
+702,739
541
$411M 0.03%
2,394,142
+316,956
542
$410M 0.03%
3,399,233
+40,517
543
$409M 0.03%
34,615,073
+4,941,069
544
$408M 0.03%
4,005,100
+49,403
545
$407M 0.03%
3,718,625
+68,299
546
$404M 0.03%
1,594,284
+50,559
547
$404M 0.03%
4,376,929
+21,255
548
$403M 0.03%
12,306,012
+160,980
549
$403M 0.03%
1,587,371
-18,810
550
$400M 0.03%
7,222,074
-761,573
20 21
22
23 24