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
1376
$85.2M 0.01%
641,490
-88,172
1377
$85M 0.01%
548,110
+71,279
1378
$84.8M 0.01%
1,085,793
-34,346
1379
$84.7M 0.01%
4,342,194
-273,384
1380
$84.7M 0.01%
743,383
+67,467
1381
$84.4M 0.01%
2,456,682
+213,409
1382
$84.4M 0.01%
737,614
-10,276
1383
$84.3M 0.01%
20,975,222
+347,046
1384
$84.3M 0.01%
865,473
-249,044
1385
$84.1M 0.01%
1,528,191
-172,119
1386
$84M 0.01%
1,220,392
-24,271
1387
$84M 0.01%
3,136,144
-886,167
1388
$83.9M 0.01%
2,080,713
+19,651
1389
$83.8M 0.01%
4,194,536
+49,201
1390
$83.8M 0.01%
4,624,849
+2,308,016
1391
$83.7M 0.01%
3,113,439
+1,529,066
1392
$83.7M 0.01%
1,125,976
-236,850
1393
$83.7M 0.01%
5,913,033
-1,479,781
1394
$83.7M 0.01%
1,677,867
+403,499
1395
$83.5M 0.01%
7,749,596
-155,755
1396
$83M 0.01%
446,145
+51,244
1397
$82.9M 0.01%
3,166,946
+1,452,589
1398
$82.9M 0.01%
9,753,561
+7,843,923
1399
$82.8M 0.01%
2,187,603
+54,130
1400
$82.7M 0.01%
1,023,602
+113,182
54 55
56
57 58