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
1326
$91.3M 0.01%
844,450
+93,789
1327
$90.9M 0.01%
2,125,367
+160,499
1328
$90.9M 0.01%
1,756,385
+231,041
1329
$90.8M 0.01%
1,035,584
+4,156
1330
$90.6M 0.01%
1,312,006
+409,566
1331
$90.6M 0.01%
1,189,258
+273,249
1332
$90.2M 0.01%
465,399
+60,282
1333
$90.1M 0.01%
1,588,951
-534,584
1334
$90M 0.01%
6,896,306
+1,261,888
1335
$89.9M 0.01%
10,694,034
+548,853
1336
$89.9M 0.01%
569,897
-5,946
1337
$89.9M 0.01%
1,360,649
-60,391
1338
$89.8M 0.01%
1,724,602
+9,636
1339
$89.6M 0.01%
946,434
+95,317
1340
$89.5M 0.01%
1,163,526
+1,083,026
1341
$89.4M 0.01%
2,409,551
+1,343,766
1342
$89.3M 0.01%
2,435,993
+287,822
1343
$89M 0.01%
848,049
+26,436
1344
$88.9M 0.01%
1,642,953
-1,854,399
1345
$88.8M 0.01%
2,191,452
-1,043,145
1346
$88.6M 0.01%
820,417
+100,751
1347
$88.4M 0.01%
3,549,977
+484,408
1348
$88.4M 0.01%
1,726,111
+1,541,509
1349
$88.3M 0.01%
478,497
+10,299
1350
$88.3M 0.01%
3,372,645
+172,361
52 53
54
55 56