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
1926
$45M ﹤0.01%
2,470,238
+130,478
1927
$45M ﹤0.01%
952,052
+154,047
1928
$45M ﹤0.01%
685,545
-161,377
1929
$44.9M ﹤0.01%
2,417,920
-354,445
1930
$44.9M ﹤0.01%
931,376
+2,061
1931
$44.9M ﹤0.01%
1,447,295
+122,385
1932
$44.8M ﹤0.01%
1,190,477
+79,003
1933
$44.8M ﹤0.01%
3,326,143
+192,518
1934
$44.6M ﹤0.01%
3,491,329
+414,479
1935
$44.5M ﹤0.01%
1,524,205
-42,315
1936
$44.5M ﹤0.01%
3,814,546
+1,238,512
1937
$44.5M ﹤0.01%
1,779,079
+350,300
1938
$44.4M ﹤0.01%
769,868
+88,656
1939
$44.3M ﹤0.01%
882,934
-7,862
1940
$44.2M ﹤0.01%
312,943
-88,106
1941
$44.2M ﹤0.01%
2,922,562
+466,303
1942
$44.1M ﹤0.01%
2,705,574
+570,758
1943
$44.1M ﹤0.01%
3,544,092
-1,675,252
1944
$44M ﹤0.01%
504,343
-32,019
1945
$43.9M ﹤0.01%
1,825,893
+166,738
1946
$43.9M ﹤0.01%
4,844,596
-864,511
1947
$43.9M ﹤0.01%
1,725,294
-112,718
1948
$43.8M ﹤0.01%
983,381
-273,307
1949
$43.8M ﹤0.01%
542,603
+15,051
1950
$43.8M ﹤0.01%
8,243,915
-443,441
76 77
78
79 80