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
1701
$58.3M ﹤0.01%
3,558,813
+1,415,904
1702
$58.2M ﹤0.01%
351,104
+27,296
1703
$58.2M ﹤0.01%
5,373,468
-833,371
1704
$58.1M ﹤0.01%
7,028,194
-1,700,176
1705
$58.1M ﹤0.01%
1,831,899
-101,998
1706
$58.1M ﹤0.01%
685,416
+19,362
1707
$58.1M ﹤0.01%
2,656,798
+619,904
1708
$57.9M ﹤0.01%
1,669,939
+124,836
1709
$57.9M ﹤0.01%
3,713,534
+240,993
1710
$57.9M ﹤0.01%
1,968,465
-2,476,010
1711
$57.7M ﹤0.01%
553,968
+19,707
1712
$57.7M ﹤0.01%
2,122,657
+486,964
1713
$57.6M ﹤0.01%
1,193,246
+22,803
1714
$57.6M ﹤0.01%
1,585,245
+40,200
1715
$57.4M ﹤0.01%
1,045,452
-412,499
1716
$57.3M ﹤0.01%
6,195,910
+86,630
1717
$57.2M ﹤0.01%
865,227
-28,391
1718
$57.1M ﹤0.01%
5,691,579
+157,085
1719
$57.1M ﹤0.01%
631,944
+210,701
1720
$57M ﹤0.01%
2,875,494
+979,125
1721
$57M ﹤0.01%
5,381,998
+1,639,381
1722
$57M ﹤0.01%
1,822,955
+566,118
1723
$57M ﹤0.01%
745,818
-124,618
1724
$57M ﹤0.01%
1,669,080
-430,042
1725
$56.9M ﹤0.01%
327,032
-15,146
67 68
69
70 71