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
2201
$34.3M ﹤0.01%
1,599,421
-381,404
2202
$34.3M ﹤0.01%
220,743
+77,737
2203
$34.3M ﹤0.01%
6,062,485
+3,257,535
2204
$34.2M ﹤0.01%
1,541,855
+306,550
2205
$34.2M ﹤0.01%
464,938
-83,826
2206
$34.2M ﹤0.01%
973,602
-349,089
2207
$34.2M ﹤0.01%
3,002,504
-253,023
2208
$34.2M ﹤0.01%
1,771,632
-170,217
2209
$34.1M ﹤0.01%
363,172
-5,754
2210
$34.1M ﹤0.01%
262,329
+10,857
2211
$34.1M ﹤0.01%
787,138
+288,065
2212
$34M ﹤0.01%
742,036
+75,109
2213
$34M ﹤0.01%
1,684,799
-42,340
2214
$34M ﹤0.01%
7,176,679
+3,188,472
2215
$34M ﹤0.01%
1,289,371
+138,387
2216
$34M ﹤0.01%
804,554
-24,699
2217
$34M ﹤0.01%
2,375,844
-258,000
2218
$34M ﹤0.01%
1,344,099
+908,281
2219
$34M ﹤0.01%
2,212,705
-288,024
2220
$33.9M ﹤0.01%
1,538,885
+1,287,065
2221
$33.8M ﹤0.01%
4,087,905
-915,224
2222
$33.8M ﹤0.01%
943,560
-129,193
2223
$33.8M ﹤0.01%
626,403
+610,326
2224
$33.8M ﹤0.01%
6,548,017
-3,286,056
2225
$33.8M ﹤0.01%
3,825,652
-364,930
87 88
89
90 91