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
1051
$135M 0.01%
6,932,640
-129,879
1052
$135M 0.01%
1,680,442
+11,512
1053
$134M 0.01%
1,291,365
-424,723
1054
$134M 0.01%
1,174,216
-172,952
1055
$134M 0.01%
2,479,795
+557,732
1056
$134M 0.01%
7,297,049
+5,621,195
1057
$133M 0.01%
2,302,068
+19,892
1058
$133M 0.01%
316,540
+21,993
1059
$133M 0.01%
1,113,823
+191,828
1060
$132M 0.01%
2,046,106
+52,254
1061
$132M 0.01%
885,845
+385,212
1062
$132M 0.01%
943,613
+36,320
1063
$132M 0.01%
29,009,457
+1,279,785
1064
$132M 0.01%
1,263,744
+397,506
1065
$132M 0.01%
4,777,800
-288,515
1066
$131M 0.01%
1,385,746
-110,602
1067
$131M 0.01%
1,131,499
-7,614
1068
$131M 0.01%
4,671,943
-1,331,557
1069
$131M 0.01%
1,889,682
+737,169
1070
$131M 0.01%
6,491,697
+54,322
1071
$131M 0.01%
618,087
-39,306
1072
$130M 0.01%
662,755
-24,089
1073
$130M 0.01%
765,126
+251,063
1074
$130M 0.01%
3,564,942
+923,295
1075
$130M 0.01%
1,491,776
-124,821
41 42
43
44 45