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
1501
$72.5M 0.01%
970,176
+151,414
1502
$72.4M 0.01%
1,442,246
+324,548
1503
$72.3M 0.01%
266,425
-140,598
1504
$72.3M 0.01%
3,066,734
+945,962
1505
$72.2M 0.01%
1,997,276
+558,641
1506
$72.1M 0.01%
1,055,664
-59,061
1507
$72M 0.01%
1,105,865
+9,996
1508
$71.9M 0.01%
1,139,094
+40,154
1509
$71.9M 0.01%
230,909
-8,176
1510
$71.9M 0.01%
4,038,818
+290,204
1511
$71.3M 0.01%
1,134,946
+117,186
1512
$71.1M 0.01%
5,999,088
+1,667,234
1513
$71.1M 0.01%
1,280,890
-353,850
1514
$70.8M 0.01%
218,514
-78,052
1515
$70.8M 0.01%
910,463
-70,972
1516
$70.8M 0.01%
3,233,787
+3,060,651
1517
$70.7M 0.01%
466,178
+45,446
1518
$70.6M ﹤0.01%
2,939,774
+277,286
1519
$70.6M ﹤0.01%
424,587
-6,267
1520
$70.5M ﹤0.01%
306,516
+16,038
1521
$70.4M ﹤0.01%
524,697
-208,285
1522
$70.4M ﹤0.01%
913,747
-4,902
1523
$70.4M ﹤0.01%
2,106,847
-29,786
1524
$70.4M ﹤0.01%
1,674,814
+513,782
1525
$70.3M ﹤0.01%
480,983
+139,865
59 60
61
62 63