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
1801
$52.3M ﹤0.01%
9,033,342
-178,346
1802
$52.3M ﹤0.01%
1,266,557
+45,791
1803
$52.2M ﹤0.01%
13,925,901
-4,367,668
1804
$52.1M ﹤0.01%
768,524
-196,290
1805
$52.1M ﹤0.01%
1,242,781
-17,486
1806
$52M ﹤0.01%
657,795
-52,021
1807
$52M ﹤0.01%
2,251,176
+466,549
1808
$51.9M ﹤0.01%
1,950,509
+40,118
1809
$51.9M ﹤0.01%
2,276,509
+225,079
1810
$51.8M ﹤0.01%
4,953,373
+17,979
1811
$51.7M ﹤0.01%
1,692,263
-127,045
1812
$51.6M ﹤0.01%
3,217,921
-128,246
1813
$51.6M ﹤0.01%
6,998,377
+2,399,124
1814
$51.5M ﹤0.01%
497,582
-63,978
1815
$51.4M ﹤0.01%
481,454
-44,617
1816
$51.2M ﹤0.01%
1,271,031
+365,706
1817
$51.2M ﹤0.01%
335,337
+12,100
1818
$51.2M ﹤0.01%
818,049
-33,210
1819
$51.2M ﹤0.01%
887,771
+241,501
1820
$51M ﹤0.01%
7,994,280
-138,869
1821
$51M ﹤0.01%
940,770
-2,490
1822
$51M ﹤0.01%
1,626,720
+353,816
1823
$50.7M ﹤0.01%
2,019,210
+32,364
1824
$50.7M ﹤0.01%
1,037,818
-8,284
1825
$50.7M ﹤0.01%
2,124,695
+48,299
71 72
73
74 75