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
2026
$40.6M ﹤0.01%
790,435
-9,752
2027
$40.6M ﹤0.01%
423,039
-122,796
2028
$40.6M ﹤0.01%
4,264,527
+169,765
2029
$40.5M ﹤0.01%
499,249
-9,790
2030
$40.5M ﹤0.01%
802,910
-74,371
2031
$40.5M ﹤0.01%
205,653
-159,914
2032
$40.5M ﹤0.01%
867,011
+10,267
2033
$40.5M ﹤0.01%
450,960
-180,172
2034
$40.4M ﹤0.01%
1,132,900
+67,882
2035
$40.4M ﹤0.01%
961,532
+206,640
2036
$40.4M ﹤0.01%
669,011
+163,450
2037
$40.3M ﹤0.01%
840,336
+67,889
2038
$40.3M ﹤0.01%
3,746,752
+23,868
2039
$40.3M ﹤0.01%
2,103,478
+106,170
2040
$40.3M ﹤0.01%
1,740,919
+1,214,442
2041
$40.3M ﹤0.01%
4,319,344
+689,075
2042
$40.3M ﹤0.01%
1,331,257
-181,119
2043
$40.1M ﹤0.01%
256,275
-19,529
2044
$40.1M ﹤0.01%
427,493
-58,234
2045
$40.1M ﹤0.01%
2,430,466
-469,947
2046
$40M ﹤0.01%
1,555,080
+1,194,443
2047
$40M ﹤0.01%
736,704
-114,324
2048
$40M ﹤0.01%
231,672
-5,811
2049
$39.8M ﹤0.01%
979,996
-171,766
2050
$39.7M ﹤0.01%
1,717,223
+136,858
80 81
82
83 84