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
651
$305M 0.02%
10,931,853
+2,640,245
652
$305M 0.02%
10,045,476
+39,682
653
$304M 0.02%
4,478,430
+213,651
654
$303M 0.02%
3,588,860
-218,728
655
$301M 0.02%
1,478,318
+18,518
656
$300M 0.02%
3,892,107
+1,245,973
657
$299M 0.02%
7,374,916
+237,042
658
$299M 0.02%
5,987,008
+2,262,154
659
$298M 0.02%
2,760,786
+855,567
660
$296M 0.02%
5,162,212
-175,434
661
$296M 0.02%
2,801,399
+5,046
662
$296M 0.02%
2,912,874
-1,167,155
663
$295M 0.02%
8,378,684
+365,267
664
$295M 0.02%
15,797,940
+793,033
665
$295M 0.02%
14,620,208
-1,060,752
666
$295M 0.02%
6,776,500
+65,716
667
$294M 0.02%
4,994,135
+638,165
668
$293M 0.02%
4,195,934
+2,893,952
669
$292M 0.02%
6,468,797
+783,808
670
$291M 0.02%
10,039,943
+2,306,495
671
$290M 0.02%
22,559,173
-44,413
672
$289M 0.02%
9,363,190
-6,361,543
673
$289M 0.02%
609,673
+15,939
674
$289M 0.02%
3,194,779
+390,653
675
$289M 0.02%
1,549,595
+28,140
25 26
27
28 29