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
1126
$121M 0.01%
1,244,790
+25,897
1127
$121M 0.01%
991,655
+38,551
1128
$120M 0.01%
2,316,094
-114,416
1129
$120M 0.01%
910,328
+364,707
1130
$120M 0.01%
1,558,550
+166,664
1131
$120M 0.01%
10,110,999
+5,566,496
1132
$119M 0.01%
5,082,836
+698,030
1133
$119M 0.01%
2,082,807
+91,111
1134
$119M 0.01%
897,185
+8,870
1135
$119M 0.01%
1,387,820
-1,397,854
1136
$119M 0.01%
2,766,123
-637,965
1137
$118M 0.01%
2,000,691
+393,630
1138
$118M 0.01%
3,256,486
-8,507
1139
$118M 0.01%
1,446,019
-515,434
1140
$118M 0.01%
2,786,769
-1,164,529
1141
$118M 0.01%
1,154,409
+47,641
1142
$117M 0.01%
955,222
-55,330
1143
$117M 0.01%
790,458
-34,804
1144
$117M 0.01%
882,388
+104,770
1145
$117M 0.01%
3,415,516
-140,743
1146
$116M 0.01%
9,145,160
-285,276
1147
$116M 0.01%
5,767,717
+178,393
1148
$116M 0.01%
6,657,188
-1,166,901
1149
$116M 0.01%
539,703
-85,731
1150
$116M 0.01%
2,326,509
+120,572
44 45
46
47 48