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
1201
$107M 0.01%
9,454,713
-400,905
1202
$106M 0.01%
24,399,945
+10,665,796
1203
$106M 0.01%
2,581,024
+232,078
1204
$106M 0.01%
2,313,182
+201,325
1205
$106M 0.01%
848,501
-23,734
1206
$106M 0.01%
603,423
+4,647
1207
$106M 0.01%
2,604,752
-31,052
1208
$105M 0.01%
1,840,441
+43,898
1209
$105M 0.01%
6,783,964
-3,225,633
1210
$105M 0.01%
2,244,866
-1,916,174
1211
$105M 0.01%
677,273
-6,634
1212
$105M 0.01%
2,293,895
+69,046
1213
$105M 0.01%
1,057,467
+59,436
1214
$105M 0.01%
3,289,990
+137,217
1215
$105M 0.01%
764,522
+15,714
1216
$105M 0.01%
2,260,921
+241,893
1217
$105M 0.01%
1,894,943
-6,816
1218
$104M 0.01%
1,178,970
+102,588
1219
$104M 0.01%
1,079,716
-80,169
1220
$104M 0.01%
1,537,473
+67,953
1221
$104M 0.01%
2,593,615
+718,770
1222
$104M 0.01%
5,965,019
+490,428
1223
$104M 0.01%
12,275,504
-884,834
1224
$104M 0.01%
438,710
-4,188
1225
$104M 0.01%
5,129,170
+114,709
47 48
49
50 51