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
2126
$36.5M ﹤0.01%
830,809
+23,255
2127
$36.5M ﹤0.01%
2,536,851
+274,564
2128
$36.4M ﹤0.01%
2,403,429
+265,199
2129
$36.4M ﹤0.01%
316,423
-9,498
2130
$36.4M ﹤0.01%
990,496
-539,215
2131
$36.4M ﹤0.01%
5,000,977
+900,393
2132
$36.4M ﹤0.01%
2,101,965
-323,337
2133
$36.3M ﹤0.01%
169,321
+11,895
2134
$36.3M ﹤0.01%
762,679
-56,200
2135
$36.3M ﹤0.01%
379,133
-282,062
2136
$36.3M ﹤0.01%
2,885,280
-28,666
2137
$36.3M ﹤0.01%
4,660,477
-4,538
2138
$36.3M ﹤0.01%
2,996,010
-994,379
2139
$36.2M ﹤0.01%
2,383,711
+395,278
2140
$36.2M ﹤0.01%
376,653
+1,002
2141
$36.1M ﹤0.01%
1,003,448
-4,777
2142
$36M ﹤0.01%
273,537
-71,126
2143
$36M ﹤0.01%
166,739
+26,512
2144
$36M ﹤0.01%
1,444,633
-236,197
2145
$36M ﹤0.01%
793,698
-91,717
2146
$36M ﹤0.01%
2,920,183
-120,269
2147
$35.9M ﹤0.01%
+1,456,799
2148
$35.9M ﹤0.01%
1,669,080
-273,779
2149
$35.9M ﹤0.01%
1,286,597
-499,345
2150
$35.8M ﹤0.01%
559,565
-129,586
84 85
86
87 88