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
1151
$116M 0.01%
1,138,267
-191,961
1152
$115M 0.01%
1,183,785
-44,668
1153
$115M 0.01%
12,484,918
+8,286,774
1154
$115M 0.01%
4,015,109
+187,701
1155
$115M 0.01%
2,171,363
+2,768
1156
$115M 0.01%
7,585,941
+456,548
1157
$114M 0.01%
2,441,975
+298,958
1158
$114M 0.01%
2,633,936
-126,078
1159
$114M 0.01%
984,917
-70,401
1160
$114M 0.01%
824,805
-8,310
1161
$114M 0.01%
1,881,877
-360,531
1162
$114M 0.01%
2,088,770
+138,052
1163
$114M 0.01%
5,162,807
-212,583
1164
$114M 0.01%
825,761
+513,273
1165
$114M 0.01%
1,913,451
+158,786
1166
$114M 0.01%
4,618,289
-52,981
1167
$113M 0.01%
4,121,393
+511,276
1168
$113M 0.01%
1,375,844
+15,792
1169
$113M 0.01%
6,086,417
+801,332
1170
$113M 0.01%
2,648,253
+506,954
1171
$113M 0.01%
1,982,082
-221,796
1172
$112M 0.01%
4,757,669
+360,876
1173
$112M 0.01%
3,370,298
+184,169
1174
$112M 0.01%
2,360,167
+168,002
1175
$112M 0.01%
3,519,797
+96,448
45 46
47
48 49