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
851
$193M 0.01%
1,721,129
-53,743
852
$193M 0.01%
2,513,280
+579,812
853
$193M 0.01%
675,447
+23,422
854
$193M 0.01%
4,866,962
+139,911
855
$192M 0.01%
9,123,464
+1,812,696
856
$192M 0.01%
5,083,778
-1,991,303
857
$192M 0.01%
3,802,924
-176,088
858
$192M 0.01%
1,902,297
-66,339
859
$191M 0.01%
1,252,895
-56,311
860
$190M 0.01%
2,132,152
-88,580
861
$190M 0.01%
23,203,825
-137,992
862
$189M 0.01%
8,530,726
-389,919
863
$189M 0.01%
2,230,952
-5,579,907
864
$189M 0.01%
7,822,904
+90,307
865
$189M 0.01%
11,876,625
+6,595,030
866
$188M 0.01%
1,043,837
+66,914
867
$186M 0.01%
10,080,344
+623,694
868
$186M 0.01%
640,302
+142,437
869
$186M 0.01%
2,309,322
-3,436
870
$185M 0.01%
3,681,283
+1,956,205
871
$185M 0.01%
3,750,109
+300,874
872
$184M 0.01%
3,535,342
+103,944
873
$184M 0.01%
724,854
+81,260
874
$184M 0.01%
7,688,203
-78,825
875
$184M 0.01%
1,162,138
+25,607
33 34
35
36 37