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
1176
$111M 0.01%
22,799,660
-8,029
1177
$111M 0.01%
5,383,189
-21,225
1178
$111M 0.01%
3,748,567
-415,522
1179
$110M 0.01%
3,560,224
-722,080
1180
$110M 0.01%
4,325,929
+1,789,428
1181
$110M 0.01%
1,314,862
+455,170
1182
$110M 0.01%
2,150,771
+989,513
1183
$110M 0.01%
9,669,491
-3,632,660
1184
$110M 0.01%
2,311,637
-3,311,807
1185
$109M 0.01%
3,758,184
+915,859
1186
$109M 0.01%
871,271
+161,176
1187
$109M 0.01%
1,182,261
+73,278
1188
$109M 0.01%
13,538,463
+5,582,017
1189
$109M 0.01%
1,969,071
-239,517
1190
$109M 0.01%
3,149,221
+306,549
1191
$109M 0.01%
5,114,340
-31,770
1192
$108M 0.01%
584,628
+221,321
1193
$108M 0.01%
3,011,185
+754,798
1194
$108M 0.01%
1,024,565
+16,390
1195
$108M 0.01%
5,248,739
+93,803
1196
$107M 0.01%
3,526,624
+153,038
1197
$107M 0.01%
3,741,083
+20,541
1198
$107M 0.01%
431,930
-31,906
1199
$107M 0.01%
464,045
-23,039
1200
$107M 0.01%
56,237,711
+5,296
46 47
48
49 50