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
1476
$75M 0.01%
5,261,419
+8,551
1477
$74.8M 0.01%
717,107
+126,819
1478
$74.8M 0.01%
4,385,193
+270,676
1479
$74.5M 0.01%
892,386
+56,176
1480
$74.4M 0.01%
702,819
+60,823
1481
$74.3M 0.01%
1,542,359
-1,025,737
1482
$74.2M 0.01%
494,685
-167,816
1483
$74.2M 0.01%
5,600,825
+245,928
1484
$74M 0.01%
1,309,442
+347,554
1485
$74M 0.01%
1,217,383
+421,163
1486
$73.9M 0.01%
22,586,918
+878,467
1487
$73.6M 0.01%
1,095,676
+24,186
1488
$73.6M 0.01%
6,312,576
+336,490
1489
$73.6M 0.01%
1,357,673
-645,666
1490
$73.5M 0.01%
1,339,803
-39,011
1491
$73.5M 0.01%
1,176,587
+24,860
1492
$73.3M 0.01%
250,953
+42,449
1493
$73.3M 0.01%
4,004,441
+493,175
1494
$73.1M 0.01%
3,369,751
-108,053
1495
$73.1M 0.01%
2,010,261
-61,581
1496
$73M 0.01%
480,707
+139,881
1497
$73M 0.01%
2,790,647
+854,455
1498
$72.7M 0.01%
384,082
+20,062
1499
$72.5M 0.01%
804,129
+91,004
1500
$72.5M 0.01%
2,592,326
+965,225
58 59
60
61 62