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
1776
$54M ﹤0.01%
1,069,377
+455,785
1777
$53.9M ﹤0.01%
290,190
+2,750
1778
$53.9M ﹤0.01%
427,860
+38,000
1779
$53.7M ﹤0.01%
44,958
-2,113
1780
$53.5M ﹤0.01%
6,606,939
-4,278,001
1781
$53.5M ﹤0.01%
1,527,588
+986,486
1782
$53.3M ﹤0.01%
319,985
-42,951
1783
$53.2M ﹤0.01%
2,413,634
-293,504
1784
$53.1M ﹤0.01%
420,178
-7,976
1785
$53.1M ﹤0.01%
602,741
+193,579
1786
$53M ﹤0.01%
998,069
-109,844
1787
$53M ﹤0.01%
176,621
-10,168
1788
$53M ﹤0.01%
11,011,344
-513,648
1789
$52.9M ﹤0.01%
4,354,049
-368,713
1790
$52.8M ﹤0.01%
1,398,495
+193,151
1791
$52.8M ﹤0.01%
2,990,249
+2,033,800
1792
$52.7M ﹤0.01%
390,838
-12,250
1793
$52.7M ﹤0.01%
919,501
+28,364
1794
$52.6M ﹤0.01%
2,482,726
+91,192
1795
$52.5M ﹤0.01%
1,087,698
+108,019
1796
$52.4M ﹤0.01%
509,313
-103,535
1797
$52.4M ﹤0.01%
2,002,971
+856,376
1798
$52.4M ﹤0.01%
983,054
+15,855
1799
$52.3M ﹤0.01%
1,206,758
+591,861
1800
$52.3M ﹤0.01%
1,818,995
-750,338
70 71
72
73 74