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
1301
$93.6M 0.01%
391,011
+30,779
1302
$93.6M 0.01%
2,393,358
-6,221
1303
$93.5M 0.01%
378,892
+70,020
1304
$93.3M 0.01%
1,351,365
+30,374
1305
$93.2M 0.01%
738,649
-287,153
1306
$93.2M 0.01%
2,100,238
-451,504
1307
$93.1M 0.01%
5,074,748
+651,372
1308
$93M 0.01%
2,335,231
+9,644
1309
$93M 0.01%
698,178
+85,110
1310
$92.6M 0.01%
3,422,835
+921,192
1311
$92.6M 0.01%
2,092,568
+1,547,656
1312
$92.4M 0.01%
6,123,492
+282,282
1313
$92.4M 0.01%
510,398
+22,370
1314
$92.3M 0.01%
2,435,912
+1,702,751
1315
$92.2M 0.01%
2,284,996
-3,437
1316
$92.2M 0.01%
4,082,875
-364,535
1317
$92.1M 0.01%
2,651,293
-163,027
1318
$92M 0.01%
2,543,495
+53,632
1319
$92M 0.01%
1,037,184
-167,614
1320
$92M 0.01%
2,879,059
+46,843
1321
$92M 0.01%
1,287,721
-9,873
1322
$91.7M 0.01%
1,290,452
+25,959
1323
$91.7M 0.01%
9,890,554
-364,599
1324
$91.7M 0.01%
2,752,573
+620,209
1325
$91.6M 0.01%
3,950,240
-2,015,655
51 52
53
54 55