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
726
$258M 0.02%
704,857
-12,686
727
$258M 0.02%
4,861,083
-189,742
728
$258M 0.02%
1,348,904
+120,704
729
$258M 0.02%
4,836,616
-659,653
730
$256M 0.02%
6,306,670
-686,392
731
$256M 0.02%
4,966,530
+653,465
732
$256M 0.02%
10,015,282
+844,891
733
$255M 0.02%
8,049,698
+1,184,062
734
$254M 0.02%
2,524,874
+143,388
735
$254M 0.02%
16,376,173
-2,296,191
736
$254M 0.02%
3,537,082
+217,338
737
$253M 0.02%
2,943,333
-240,930
738
$253M 0.02%
14,755,570
-62,360
739
$251M 0.02%
1,316,095
+336,784
740
$251M 0.02%
3,063,258
-51,471
741
$250M 0.02%
12,335,732
-715,697
742
$250M 0.02%
4,669,082
+201,391
743
$249M 0.02%
6,775,049
-742,618
744
$248M 0.02%
1,641,254
-74,883
745
$248M 0.02%
1,911,785
+46,126
746
$246M 0.02%
5,424,446
-338,590
747
$246M 0.02%
8,002,287
-15,253
748
$244M 0.02%
4,903,694
+817,795
749
$244M 0.02%
4,799,733
+325,339
750
$243M 0.02%
1,687,873
+56,026
28 29
30
31 32