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
1101
$124M 0.01%
3,358,817
+939,553
1102
$124M 0.01%
902,442
+25,404
1103
$124M 0.01%
2,817,354
+2,159,670
1104
$124M 0.01%
7,898,555
+268,949
1105
$124M 0.01%
2,765,482
-515,615
1106
$124M 0.01%
1,495,562
+302
1107
$123M 0.01%
6,516,619
+370,746
1108
$123M 0.01%
3,296,824
+41,158
1109
$123M 0.01%
3,891,654
+91,278
1110
$123M 0.01%
1,061,474
+52,915
1111
$123M 0.01%
3,422,308
+114,983
1112
$123M 0.01%
3,247,953
+39,697
1113
$123M 0.01%
2,191,593
+411,509
1114
$123M 0.01%
1,662,674
+122,539
1115
$123M 0.01%
2,362,264
+323,168
1116
$122M 0.01%
915,737
+57,171
1117
$122M 0.01%
12,561,175
-672,713
1118
$122M 0.01%
2,231,186
+173,405
1119
$122M 0.01%
4,884,540
+1,618,092
1120
$122M 0.01%
737,841
+985
1121
$122M 0.01%
1,212,308
+67,226
1122
$122M 0.01%
1,169,288
-175,389
1123
$121M 0.01%
241,667
+19,402
1124
$121M 0.01%
1,089,347
+176,512
1125
$121M 0.01%
5,321,243
+64,887
43 44
45
46 47