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
751
$242M 0.02%
2,994,134
-38,463
752
$242M 0.02%
533,609
-5,810
753
$241M 0.02%
10,846,156
+3,270,404
754
$241M 0.02%
2,102,366
-1,140,687
755
$240M 0.02%
8,662,287
+164,449
756
$240M 0.02%
2,351,390
+225,857
757
$240M 0.02%
3,203,076
+266,238
758
$240M 0.02%
4,901,451
+15,874
759
$239M 0.02%
29,281
+1,156
760
$239M 0.02%
1,883,056
-342,324
761
$238M 0.02%
1,041,245
+28,402
762
$237M 0.02%
18,241,662
-2,689,084
763
$237M 0.02%
1,126,828
+151,473
764
$235M 0.02%
2,780,647
+431,358
765
$234M 0.02%
1,459,591
-109,290
766
$233M 0.02%
4,399,592
+104,366
767
$233M 0.02%
1,913,238
+384,820
768
$233M 0.02%
2,243,442
+452,503
769
$232M 0.02%
4,111,703
+237,439
770
$230M 0.02%
1,608,783
+221,204
771
$230M 0.02%
4,770,732
+645,021
772
$229M 0.02%
5,191,692
-397,404
773
$227M 0.02%
2,152,265
+103,428
774
$227M 0.02%
2,914,928
+51,443
775
$226M 0.02%
668,341
+139,214
29 30
31
32 33