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
876
$184M 0.01%
2,136,902
+190,371
877
$184M 0.01%
14,761,483
+182,273
878
$183M 0.01%
9,385,256
+6,225,628
879
$183M 0.01%
1,117,016
+154,285
880
$183M 0.01%
2,139,259
+297,887
881
$182M 0.01%
12,161,035
+182,837
882
$182M 0.01%
6,214,413
+1,254,472
883
$181M 0.01%
7,487,404
+677,133
884
$181M 0.01%
861,636
+483,751
885
$181M 0.01%
1,886,710
-242,044
886
$181M 0.01%
6,592,877
-252,044
887
$180M 0.01%
5,502,796
+616,000
888
$180M 0.01%
5,377,006
-2,244,366
889
$180M 0.01%
3,695,268
+670,149
890
$179M 0.01%
5,422,397
-534,815
891
$178M 0.01%
7,233,667
+36,078
892
$178M 0.01%
4,252,499
+359,983
893
$178M 0.01%
2,217,725
+36,476
894
$178M 0.01%
3,773,229
-26,910
895
$178M 0.01%
11,258,915
+48,255
896
$178M 0.01%
20,020,425
-23,219,144
897
$177M 0.01%
389,105
+165,319
898
$177M 0.01%
1,339,566
+33,938
899
$177M 0.01%
5,663,502
-282,635
900
$177M 0.01%
2,094,973
-1,333,046
34 35
36
37 38