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
1001
$145M 0.01%
2,871,032
+527,229
1002
$145M 0.01%
15,407,219
+1,105,065
1003
$145M 0.01%
1,698,671
+47,511
1004
$144M 0.01%
518,818
-21,174
1005
$144M 0.01%
7,985,936
+356,807
1006
$144M 0.01%
1,835,033
-575,608
1007
$143M 0.01%
1,239,777
+46,154
1008
$143M 0.01%
2,640,412
-66,863
1009
$143M 0.01%
6,170,669
+626,387
1010
$143M 0.01%
2,960,336
+41,836
1011
$143M 0.01%
4,540,754
+969,947
1012
$143M 0.01%
1,928,007
+193,159
1013
$142M 0.01%
1,492,264
+606,880
1014
$142M 0.01%
11,271,514
+420,943
1015
$142M 0.01%
2,896,961
+207,805
1016
$142M 0.01%
771,678
-85,543
1017
$142M 0.01%
526,892
+26,728
1018
$142M 0.01%
2,523,443
-435,044
1019
$141M 0.01%
2,293,842
+52,535
1020
$141M 0.01%
1,585,565
-207,127
1021
$141M 0.01%
3,680,203
-209,191
1022
$141M 0.01%
3,085,758
-58,470
1023
$141M 0.01%
375,965
+11,598
1024
$140M 0.01%
600,520
+20,052
1025
$140M 0.01%
1,556,348
-24,556
39 40
41
42 43