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
1401
$82.4M 0.01%
3,614,987
+859,488
1402
$82.4M 0.01%
1,219,019
+85,006
1403
$82.2M 0.01%
1,354,539
+165,760
1404
$82.1M 0.01%
483,243
-85,938
1405
$82M 0.01%
3,484,336
+2,070,903
1406
$82M 0.01%
3,596,267
+138,044
1407
$81.9M 0.01%
3,159,577
+2,565,704
1408
$81.8M 0.01%
5,687,680
+469,769
1409
$81.7M 0.01%
517,229
+15,887
1410
$81.7M 0.01%
2,387,076
+662,439
1411
$81.6M 0.01%
1,289,877
+219,901
1412
$81.6M 0.01%
2,180,777
-504,791
1413
$81.6M 0.01%
248,286
+61,334
1414
$81.5M 0.01%
1,755,544
+173,235
1415
$81.4M 0.01%
660,995
-83,940
1416
$81.2M 0.01%
1,861,860
-271,019
1417
$81.2M 0.01%
803,359
+69,074
1418
$81.2M 0.01%
8,059,947
+2,807,448
1419
$81.1M 0.01%
3,382,581
-150,589
1420
$80.8M 0.01%
1,552,459
-99,235
1421
$80.8M 0.01%
5,532,978
+1,136,610
1422
$80.7M 0.01%
2,970,772
+382,363
1423
$80.7M 0.01%
1,307,283
+71,572
1424
$80.6M 0.01%
3,711,777
+115,057
1425
$80.6M 0.01%
366,484
-24,390
55 56
57
58 59