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
1451
$77.5M 0.01%
8,052,888
-1,524,447
1452
$77.5M 0.01%
4,804,793
-90,288
1453
$77.4M 0.01%
2,766,665
+2,208,165
1454
$77.2M 0.01%
1,761,571
+28,263
1455
$77M 0.01%
1,138,254
-530
1456
$77M 0.01%
4,348,043
+129,226
1457
$76.7M 0.01%
3,456,318
+225,378
1458
$76.7M 0.01%
754,475
-36,977
1459
$76.6M 0.01%
2,671,103
-13,647
1460
$76.6M 0.01%
721,977
+34,047
1461
$76.4M 0.01%
796,647
+91,392
1462
$76.3M 0.01%
407,000
-43,843
1463
$76M 0.01%
1,109,732
+71,654
1464
$75.9M 0.01%
335,769
+73,556
1465
$75.9M 0.01%
1,831,592
-767,204
1466
$75.7M 0.01%
682,568
-182,991
1467
$75.6M 0.01%
668,666
+4,092
1468
$75.6M 0.01%
525,108
-71,389
1469
$75.5M 0.01%
702,067
-10,899
1470
$75.5M 0.01%
8,027,560
+564,930
1471
$75.4M 0.01%
3,322,324
+165,919
1472
$75.2M 0.01%
1,751,829
+777,698
1473
$75.2M 0.01%
182,343
-2,688
1474
$75.1M 0.01%
1,944,249
+200,800
1475
$75.1M 0.01%
1,040,446
-65,678
57 58
59
60 61