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
2176
$35.1M ﹤0.01%
576,337
+8,043
2177
$35M ﹤0.01%
751,850
+149,512
2178
$34.9M ﹤0.01%
487,912
-61,435
2179
$34.9M ﹤0.01%
253,641
+68,774
2180
$34.9M ﹤0.01%
946,252
+113,058
2181
$34.9M ﹤0.01%
1,231,463
-7,404
2182
$34.8M ﹤0.01%
1,696,021
+220,637
2183
$34.7M ﹤0.01%
924,060
+33,981
2184
$34.7M ﹤0.01%
795,638
+54,341
2185
$34.6M ﹤0.01%
495,483
-180,439
2186
$34.6M ﹤0.01%
764,642
-28,083
2187
$34.6M ﹤0.01%
301,550
-23,912
2188
$34.6M ﹤0.01%
717,373
-20,188
2189
$34.5M ﹤0.01%
990,683
-36,278
2190
$34.5M ﹤0.01%
1,482,703
+125,352
2191
$34.5M ﹤0.01%
348,635
-582,224
2192
$34.5M ﹤0.01%
4,930,405
-1,097,486
2193
$34.5M ﹤0.01%
1,257,765
-463,502
2194
$34.5M ﹤0.01%
2,146,465
+177,048
2195
$34.4M ﹤0.01%
745,162
-87,928
2196
$34.4M ﹤0.01%
383,948
-18,131
2197
$34.4M ﹤0.01%
696,005
-55,138
2198
$34.4M ﹤0.01%
3,794,372
-1,013,381
2199
$34.4M ﹤0.01%
3,042,632
+399,998
2200
$34.3M ﹤0.01%
1,251,617
-124,125
86 87
88
89 90