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
1726
$56.9M ﹤0.01%
971,010
-125,662
1727
$56.8M ﹤0.01%
693,333
-1,536
1728
$56.6M ﹤0.01%
2,943,886
+674,466
1729
$56.5M ﹤0.01%
3,045,327
-311,098
1730
$56.4M ﹤0.01%
764,066
+14,179
1731
$56.4M ﹤0.01%
3,925,271
-2,551,036
1732
$56.4M ﹤0.01%
1,042,029
-92,666
1733
$56.3M ﹤0.01%
1,067,891
-9,878
1734
$56.1M ﹤0.01%
2,491,529
-561,878
1735
$56.1M ﹤0.01%
2,253,630
-630,601
1736
$56.1M ﹤0.01%
724,320
+531,585
1737
$56M ﹤0.01%
956,263
+165,448
1738
$56M ﹤0.01%
808,263
+84,326
1739
$56M ﹤0.01%
3,034,207
-1,381,608
1740
$55.8M ﹤0.01%
1,619,596
+192,425
1741
$55.5M ﹤0.01%
4,562,756
-304,321
1742
$55.5M ﹤0.01%
385,248
+160,585
1743
$55.5M ﹤0.01%
1,611,144
+72,186
1744
$55.5M ﹤0.01%
363,781
+37,642
1745
$55.4M ﹤0.01%
963,601
-65,632
1746
$55.4M ﹤0.01%
2,279,955
-133,895
1747
$55.4M ﹤0.01%
1,988,163
+275,901
1748
$55.3M ﹤0.01%
9,715,549
-996,926
1749
$55.2M ﹤0.01%
203,495
+24,543
1750
$55.1M ﹤0.01%
656,767
+155,805
68 69
70
71 72