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
1426
$80.2M 0.01%
6,219,125
+1,170,570
1427
$80.1M 0.01%
472,171
-191,603
1428
$79.9M 0.01%
1,297,799
+250,387
1429
$79.9M 0.01%
1,900,901
-369,482
1430
$79.9M 0.01%
756,364
+22,105
1431
$79.8M 0.01%
2,524,184
-257,114
1432
$79.7M 0.01%
1,917,349
-161,729
1433
$79.7M 0.01%
1,932,214
+96,158
1434
$79.4M 0.01%
5,238,433
-3,293,902
1435
$79.2M 0.01%
1,491,569
+105,412
1436
$79.2M 0.01%
544,465
-12,866
1437
$79M 0.01%
635,729
-41,391
1438
$78.9M 0.01%
237,467
+402
1439
$78.7M 0.01%
1,646,965
+11,657
1440
$78.5M 0.01%
1,255,081
-8,934
1441
$78.4M 0.01%
770,268
-6,286
1442
$78.3M 0.01%
2,040,579
+187,900
1443
$77.9M 0.01%
2,846,860
-389,283
1444
$77.8M 0.01%
3,464,252
+12,106
1445
$77.8M 0.01%
873,143
+11,654
1446
$77.6M 0.01%
1,154,538
+166,727
1447
$77.6M 0.01%
1,524,817
-1,260,226
1448
$77.6M 0.01%
1,695,683
-97,787
1449
$77.6M 0.01%
533,941
-9,603
1450
$77.5M 0.01%
1,256,750
+196,870
56 57
58
59 60