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
2101
$37.6M ﹤0.01%
229,735
+10,022
2102
$37.5M ﹤0.01%
858,278
+205,460
2103
$37.5M ﹤0.01%
896,150
+86,946
2104
$37.5M ﹤0.01%
502,296
-171,988
2105
$37.4M ﹤0.01%
716,357
+129,632
2106
$37.4M ﹤0.01%
1,404,145
-172,256
2107
$37.3M ﹤0.01%
9,455,191
-66,637
2108
$37.2M ﹤0.01%
1,224,093
-105,184
2109
$37.2M ﹤0.01%
17,464,844
-1,046,160
2110
$37.2M ﹤0.01%
475,548
+1,943
2111
$37.1M ﹤0.01%
403,006
+31,019
2112
$37.1M ﹤0.01%
971,237
-193,453
2113
$37.1M ﹤0.01%
1,550,953
+55,872
2114
$37M ﹤0.01%
1,121,034
+180,514
2115
$36.9M ﹤0.01%
304,229
-6,100
2116
$36.9M ﹤0.01%
150,894
+11,475
2117
$36.9M ﹤0.01%
442,516
-30,985
2118
$36.9M ﹤0.01%
82,595
-5,456
2119
$36.8M ﹤0.01%
1,331,974
-57,603
2120
$36.8M ﹤0.01%
452,189
+378,732
2121
$36.8M ﹤0.01%
308,309
+93,131
2122
$36.6M ﹤0.01%
1,350,097
-277,765
2123
$36.6M ﹤0.01%
790,696
+332,892
2124
$36.6M ﹤0.01%
7,047,150
+5,600,367
2125
$36.5M ﹤0.01%
84,612
-10,736
83 84
85
86 87