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
2151
$35.8M ﹤0.01%
2,410,013
+373,759
2152
$35.8M ﹤0.01%
976,157
-244,829
2153
$35.7M ﹤0.01%
6,067,170
-443,086
2154
$35.7M ﹤0.01%
1,453,591
+156,334
2155
$35.7M ﹤0.01%
872,981
+78,364
2156
$35.6M ﹤0.01%
549,795
-136,983
2157
$35.6M ﹤0.01%
1,543,195
-154,794
2158
$35.5M ﹤0.01%
1,659,656
-74,046
2159
$35.5M ﹤0.01%
1,168,669
-73,661
2160
$35.4M ﹤0.01%
1,096,742
-110,343
2161
$35.4M ﹤0.01%
2,518,471
-448,500
2162
$35.4M ﹤0.01%
580,072
-52,221
2163
$35.4M ﹤0.01%
1,624,096
-191,390
2164
$35.4M ﹤0.01%
1,362,979
+27,912
2165
$35.3M ﹤0.01%
495,253
-158,928
2166
$35.3M ﹤0.01%
1,213,776
+602,539
2167
$35.3M ﹤0.01%
717,793
-125,250
2168
$35.3M ﹤0.01%
386,420
+19,958
2169
$35.3M ﹤0.01%
1,057,868
+316,307
2170
$35.2M ﹤0.01%
608,960
-86,454
2171
$35.2M ﹤0.01%
544,765
-135,598
2172
$35.2M ﹤0.01%
766,073
+114,079
2173
$35.2M ﹤0.01%
3,444,903
-1,119,570
2174
$35.1M ﹤0.01%
1,581,919
+1,580
2175
$35.1M ﹤0.01%
668,631
-34,986
85 86
87
88 89