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
901
$177M 0.01%
2,643,523
+68,984
902
$177M 0.01%
4,247,698
+738,609
903
$177M 0.01%
4,778,098
+1,296,698
904
$177M 0.01%
3,437,099
-419,663
905
$176M 0.01%
1,704,326
-46,052
906
$175M 0.01%
1,553,791
+108,332
907
$175M 0.01%
5,827,933
+121,476
908
$174M 0.01%
3,916,930
-612,947
909
$174M 0.01%
1,815,491
-189,526
910
$174M 0.01%
2,806,294
-48,288
911
$173M 0.01%
3,459,192
+334,529
912
$172M 0.01%
2,035,920
+35,638
913
$172M 0.01%
1,875,225
+58,654
914
$172M 0.01%
2,553,984
+1,204,317
915
$172M 0.01%
5,152,421
-118,433
916
$172M 0.01%
2,873,699
+113,440
917
$171M 0.01%
3,693,184
-239,417
918
$171M 0.01%
2,358,684
-123,746
919
$171M 0.01%
727,224
+108,661
920
$171M 0.01%
1,600,645
+235,329
921
$171M 0.01%
3,523,705
+12,177
922
$170M 0.01%
9,722,696
-3,836,796
923
$170M 0.01%
3,147,270
-76,270
924
$169M 0.01%
670,130
-2,132
925
$167M 0.01%
3,698,793
-157,000
35 36
37
38 39