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
976
$152M 0.01%
1,376,059
-155,195
977
$151M 0.01%
3,899,190
-526,033
978
$151M 0.01%
736,395
-81,305
979
$151M 0.01%
3,584,357
+637,767
980
$151M 0.01%
1,301,825
+244,895
981
$150M 0.01%
970,537
-27,605
982
$150M 0.01%
2,377,076
-800,747
983
$150M 0.01%
2,119,454
+15,038
984
$150M 0.01%
1,354,044
+70,534
985
$150M 0.01%
2,179,501
+602,283
986
$150M 0.01%
4,371,138
-70,327
987
$149M 0.01%
2,873,730
+1,300,492
988
$149M 0.01%
791,818
-48,142
989
$149M 0.01%
1,757,698
+165,712
990
$149M 0.01%
1,186,580
-104,893
991
$149M 0.01%
1,526,595
-14,421
992
$149M 0.01%
1,534,257
-571,931
993
$149M 0.01%
2,181,465
+303,434
994
$148M 0.01%
1,396,320
+66,513
995
$147M 0.01%
864,499
+6,855
996
$147M 0.01%
871,413
-69,793
997
$147M 0.01%
2,175,601
+836,293
998
$146M 0.01%
1,340,360
-294,867
999
$146M 0.01%
1,695,006
-243,055
1000
$145M 0.01%
411,752
+10,289
38 39
40
41 42