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
1351
$88.1M 0.01%
3,782,785
+113,235
1352
$88.1M 0.01%
985,032
+221,561
1353
$88.1M 0.01%
1,712,814
+316,170
1354
$88.1M 0.01%
1,340,432
+470,208
1355
$88M 0.01%
3,342,201
+1,216,019
1356
$88M 0.01%
608,245
-134,584
1357
$87.9M 0.01%
615,209
+1,857
1358
$87.9M 0.01%
7,491,570
+321,358
1359
$87.7M 0.01%
1,613,166
+169,142
1360
$87.6M 0.01%
3,103,597
+289,904
1361
$87.5M 0.01%
800,544
-29,920
1362
$87M 0.01%
385,398
-54,042
1363
$86.9M 0.01%
3,043,067
-376,471
1364
$86.8M 0.01%
3,742,514
+358,161
1365
$86.5M 0.01%
3,319,956
+37,031
1366
$86.3M 0.01%
3,601,417
+311,083
1367
$86.2M 0.01%
5,610,303
-49,170
1368
$86.1M 0.01%
895,709
+74,667
1369
$86M 0.01%
3,689,903
+65,050
1370
$85.9M 0.01%
1,369,494
-102,018
1371
$85.8M 0.01%
918,122
+49,889
1372
$85.7M 0.01%
1,304,148
-50,607
1373
$85.5M 0.01%
1,134,943
+515,234
1374
$85.4M 0.01%
7,283,895
-82,833
1375
$85.3M 0.01%
1,329,505
-66,845
53 54
55
56 57