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
1526
$70.3M ﹤0.01%
3,541,435
+164,898
1527
$70.2M ﹤0.01%
5,312,822
+4,425,677
1528
$70.2M ﹤0.01%
925,926
+20,325
1529
$70M ﹤0.01%
452,888
+20,234
1530
$70M ﹤0.01%
2,945,464
+91,738
1531
$69.9M ﹤0.01%
1,673,357
-145,529
1532
$69.9M ﹤0.01%
1,233,786
+168,225
1533
$69.9M ﹤0.01%
2,616,611
-69,567
1534
$69.8M ﹤0.01%
1,019,763
-297,422
1535
$69.6M ﹤0.01%
3,829,192
-1,300,634
1536
$69.6M ﹤0.01%
2,246,453
+235,981
1537
$69.5M ﹤0.01%
1,870,737
+240,622
1538
$69.4M ﹤0.01%
10,664,121
-329,442
1539
$69.4M ﹤0.01%
593,629
-234,859
1540
$69.3M ﹤0.01%
2,032,281
-9,332
1541
$69.1M ﹤0.01%
2,800,064
+451,050
1542
$69.1M ﹤0.01%
2,286,595
+725,247
1543
$69M ﹤0.01%
914,124
+120,619
1544
$69M ﹤0.01%
1,018,848
+213,124
1545
$69M ﹤0.01%
746,934
+18,995
1546
$68.9M ﹤0.01%
1,483,753
+892,844
1547
$68.7M ﹤0.01%
686,105
-189,457
1548
$68.6M ﹤0.01%
1,840,147
-337,644
1549
$68.6M ﹤0.01%
2,247,256
+155,580
1550
$68.6M ﹤0.01%
1,108,472
+54,794
60 61
62
63 64