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
1576
$66.8M ﹤0.01%
2,165,975
-493,819
1577
$66.7M ﹤0.01%
2,303,739
+453,557
1578
$66.5M ﹤0.01%
1,182,034
+65,379
1579
$66.5M ﹤0.01%
3,055,399
+751,749
1580
$66.4M ﹤0.01%
1,242,889
-4,092,452
1581
$66.2M ﹤0.01%
1,542,151
+28,893
1582
$66.1M ﹤0.01%
2,826,585
+79,351
1583
$66M ﹤0.01%
1,271,550
-6,099
1584
$65.8M ﹤0.01%
35,560,304
+22,878,740
1585
$65.5M ﹤0.01%
3,259,083
+174,986
1586
$65.4M ﹤0.01%
1,929,121
+38,415
1587
$65.2M ﹤0.01%
3,090,905
+1,495,569
1588
$65.2M ﹤0.01%
4,304,305
-66,353
1589
$65.1M ﹤0.01%
2,164,434
-34
1590
$65.1M ﹤0.01%
965,327
-32,593
1591
$65.1M ﹤0.01%
623,989
+38,716
1592
$65M ﹤0.01%
4,600,399
-36,904
1593
$65M ﹤0.01%
1,754,081
+111,452
1594
$64.9M ﹤0.01%
1,919,522
-191,397
1595
$64.9M ﹤0.01%
1,408,431
+402,618
1596
$64.8M ﹤0.01%
2,493,664
+176,230
1597
$64.8M ﹤0.01%
1,190,074
+124,780
1598
$64.6M ﹤0.01%
413,118
-11,067
1599
$64.5M ﹤0.01%
1,499,023
-47,491
1600
$64.5M ﹤0.01%
1,448,410
+309,845
62 63
64
65 66