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
1826
$50.6M ﹤0.01%
379,187
-4,611
1827
$50.4M ﹤0.01%
771,277
+380,436
1828
$50.4M ﹤0.01%
821,083
-9,588
1829
$50.3M ﹤0.01%
558,566
-41,684
1830
$50.2M ﹤0.01%
445,748
-95,888
1831
$50.1M ﹤0.01%
2,000,082
-88,422
1832
$49.9M ﹤0.01%
2,469,841
+634,292
1833
$49.9M ﹤0.01%
1,378,374
-43,559
1834
$49.9M ﹤0.01%
2,945,273
+125,283
1835
$49.7M ﹤0.01%
244,330
-15,313
1836
$49.7M ﹤0.01%
7,653,337
-6,852,161
1837
$49.6M ﹤0.01%
2,317,698
-156,904
1838
$49.6M ﹤0.01%
+753,933
1839
$49.6M ﹤0.01%
884,567
-614,606
1840
$49.5M ﹤0.01%
788,848
-45,114
1841
$49.4M ﹤0.01%
349,618
+22,754
1842
$49.3M ﹤0.01%
3,058,782
+394,522
1843
$49.3M ﹤0.01%
667,324
-107,751
1844
$49.2M ﹤0.01%
1,828,361
+525,927
1845
$49.2M ﹤0.01%
704,632
+10,038
1846
$49.2M ﹤0.01%
2,523,760
-67,810
1847
$49.2M ﹤0.01%
2,081,752
+237,407
1848
$49.1M ﹤0.01%
2,410,676
+253,455
1849
$49M ﹤0.01%
1,051,126
+62,669
1850
$49M ﹤0.01%
316,419
-32,344
72 73
74
75 76