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
701
$273M 0.02%
1,782,356
-104,890
702
$272M 0.02%
7,094,306
+512,901
703
$272M 0.02%
13,173,953
+1,634,786
704
$272M 0.02%
2,564,186
+184,078
705
$272M 0.02%
459,302
+14,410
706
$272M 0.02%
6,563,459
+493,759
707
$268M 0.02%
2,215,642
+91,151
708
$267M 0.02%
4,540,215
-54,079
709
$267M 0.02%
5,581,842
-875,114
710
$266M 0.02%
3,492,287
+153,298
711
$265M 0.02%
633,143
+66,580
712
$263M 0.02%
4,471,521
+1,570,449
713
$262M 0.02%
6,264,258
+3,261,534
714
$261M 0.02%
2,907,212
-78,333
715
$261M 0.02%
13,541,788
-450,077
716
$261M 0.02%
8,942,435
-11,410
717
$261M 0.02%
1,991,315
+241,289
718
$260M 0.02%
700,753
+209,917
719
$259M 0.02%
24,681,941
+17,616,611
720
$259M 0.02%
1,616,893
-385,468
721
$259M 0.02%
1,613,223
+92,789
722
$259M 0.02%
2,910,069
-382,366
723
$259M 0.02%
1,584,247
+853,852
724
$259M 0.02%
19,464,895
+1,077,064
725
$259M 0.02%
2,525,318
+127,651
27 28
29
30 31