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
1076
$130M 0.01%
2,287,064
-94,283
1077
$130M 0.01%
4,751,696
+2,238,342
1078
$129M 0.01%
794,499
+26,212
1079
$129M 0.01%
4,115,231
-314,530
1080
$129M 0.01%
1,439,568
+1,457
1081
$129M 0.01%
1,516,348
-2,093
1082
$129M 0.01%
10,005,880
-2,404,886
1083
$129M 0.01%
2,557,426
-28,829
1084
$128M 0.01%
2,204,446
+30,246
1085
$128M 0.01%
3,661,648
+420,961
1086
$128M 0.01%
1,967,957
+383,973
1087
$127M 0.01%
1,617,164
+67,289
1088
$127M 0.01%
2,490,239
+35,141
1089
$127M 0.01%
7,562,457
+1,741,346
1090
$127M 0.01%
1,626,595
+25,211
1091
$127M 0.01%
698,883
+40,462
1092
$126M 0.01%
1,486,003
+312,729
1093
$126M 0.01%
2,509,426
+12,562
1094
$126M 0.01%
758,094
+34,074
1095
$126M 0.01%
755,008
+21,993
1096
$125M 0.01%
959,667
-54,199
1097
$125M 0.01%
2,043,116
+364,215
1098
$125M 0.01%
1,198,321
+169,267
1099
$125M 0.01%
5,927,612
+1,648,716
1100
$124M 0.01%
945,843
-32,215
42 43
44
45 46