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
1226
$104M 0.01%
1,010,432
+15,153
1227
$104M 0.01%
1,983,558
+1,336,379
1228
$104M 0.01%
1,523,612
-94,085
1229
$103M 0.01%
782,010
-393,401
1230
$103M 0.01%
2,377,293
-484,238
1231
$103M 0.01%
3,159,961
-163,154
1232
$103M 0.01%
8,169,585
-3,582,502
1233
$103M 0.01%
4,271,154
+1,611,638
1234
$103M 0.01%
4,110,339
+426,159
1235
$103M 0.01%
6,746,422
-562,320
1236
$103M 0.01%
5,108,571
-402,437
1237
$102M 0.01%
1,067,239
+173,075
1238
$102M 0.01%
1,404,924
+48,690
1239
$102M 0.01%
1,279,413
-413,758
1240
$101M 0.01%
720,008
-18,488
1241
$101M 0.01%
908,065
+162,446
1242
$101M 0.01%
680,103
+54,269
1243
$101M 0.01%
22,709,447
+2,176,664
1244
$101M 0.01%
255,500
-54,114
1245
$100M 0.01%
8,697,032
+344,686
1246
$100M 0.01%
1,180,825
+57,096
1247
$99.6M 0.01%
6,304,960
+245,469
1248
$99.6M 0.01%
634,641
+60,734
1249
$99.3M 0.01%
670,795
-57,021
1250
$99.2M 0.01%
1,534,500
+8,882
48 49
50
51 52