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
1626
$62.7M ﹤0.01%
220,582
-47,066
1627
$62.7M ﹤0.01%
3,478,065
-1,313,984
1628
$62.6M ﹤0.01%
2,780,511
-1,016,783
1629
$62.6M ﹤0.01%
2,143,376
-1,589,833
1630
$62.5M ﹤0.01%
361,190
-30,214
1631
$62.5M ﹤0.01%
2,635,222
+68,023
1632
$62.3M ﹤0.01%
2,067,965
+180,465
1633
$62.2M ﹤0.01%
2,386,548
+266,901
1634
$62.2M ﹤0.01%
1,462,600
-170,280
1635
$62.1M ﹤0.01%
2,194,792
-490,504
1636
$62M ﹤0.01%
566,293
-29,725
1637
$61.9M ﹤0.01%
3,378,948
+79,769
1638
$61.7M ﹤0.01%
746,161
+158,674
1639
$61.7M ﹤0.01%
2,123,860
+4,366
1640
$61.7M ﹤0.01%
261,782
-30,166
1641
$61.7M ﹤0.01%
201,053
+44,124
1642
$61.6M ﹤0.01%
249,685
+21,135
1643
$61.5M ﹤0.01%
452,049
-59,290
1644
$61.5M ﹤0.01%
1,023,903
-235,702
1645
$61.5M ﹤0.01%
4,201,437
-905,432
1646
$61.5M ﹤0.01%
3,041,665
-124,051
1647
$61.5M ﹤0.01%
1,347,703
+90,508
1648
$61.4M ﹤0.01%
7,265,235
+3,516,202
1649
$61.3M ﹤0.01%
781,909
+15,201
1650
$61.3M ﹤0.01%
558,894
+243,187
64 65
66
67 68