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
1026
$140M 0.01%
4,013,089
+978,372
1027
$140M 0.01%
397,742
-128,199
1028
$140M 0.01%
5,121,166
+572,794
1029
$140M 0.01%
928,498
-42,695
1030
$140M 0.01%
1,112,401
-43,365
1031
$140M 0.01%
4,405,881
+211,554
1032
$140M 0.01%
329,219
+13,857
1033
$139M 0.01%
3,633,452
+662,711
1034
$139M 0.01%
1,144,581
-18,378
1035
$139M 0.01%
2,881,475
-231,636
1036
$138M 0.01%
2,566,806
-1,043,102
1037
$138M 0.01%
683,960
+516,726
1038
$138M 0.01%
65,078
+3,787
1039
$137M 0.01%
2,744,704
+164,195
1040
$137M 0.01%
14,682,508
+511,004
1041
$137M 0.01%
882,836
+123,020
1042
$137M 0.01%
5,919,991
+544,747
1043
$136M 0.01%
738,140
+565,108
1044
$136M 0.01%
640,835
+10,263
1045
$136M 0.01%
2,646,633
-30,142
1046
$136M 0.01%
781,893
-398,745
1047
$136M 0.01%
612,005
+74,132
1048
$135M 0.01%
1,810,625
+18,223
1049
$135M 0.01%
574,883
+27,386
1050
$135M 0.01%
721,554
+26,257
40 41
42
43 44