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
1551
$68.5M ﹤0.01%
741,113
-66,430
1552
$68.5M ﹤0.01%
1,308,524
+50,579
1553
$68.4M ﹤0.01%
987,959
-178,120
1554
$68.2M ﹤0.01%
1,094,292
+383,246
1555
$68.2M ﹤0.01%
1,185,263
+318,965
1556
$68.2M ﹤0.01%
570,267
+11,954
1557
$68M ﹤0.01%
686,739
+159
1558
$67.9M ﹤0.01%
19,193,225
-11,850,941
1559
$67.9M ﹤0.01%
4,550,167
-568,027
1560
$67.8M ﹤0.01%
1,156,013
+390,264
1561
$67.7M ﹤0.01%
1,202,001
+188,080
1562
$67.7M ﹤0.01%
1,523,512
+230,511
1563
$67.7M ﹤0.01%
1,866,222
-764,436
1564
$67.6M ﹤0.01%
3,990,259
+31,154
1565
$67.6M ﹤0.01%
472,236
+2,984
1566
$67.6M ﹤0.01%
+3,271,631
1567
$67.6M ﹤0.01%
6,642,460
+190,433
1568
$67.5M ﹤0.01%
2,360,056
-90,519
1569
$67.4M ﹤0.01%
847,361
-536,650
1570
$67.4M ﹤0.01%
4,054,672
-470,963
1571
$67.4M ﹤0.01%
218,481
-50,913
1572
$67.2M ﹤0.01%
4,942,944
+103,606
1573
$67.2M ﹤0.01%
2,097,190
+41,702
1574
$67.1M ﹤0.01%
814,236
+194,901
1575
$66.9M ﹤0.01%
1,223,270
-407,764
61 62
63
64 65