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
2226
$33.7M ﹤0.01%
1,602,371
+130,906
2227
$33.7M ﹤0.01%
1,609,476
+147,395
2228
$33.6M ﹤0.01%
629,504
-19,909
2229
$33.5M ﹤0.01%
646,488
+57,187
2230
$33.5M ﹤0.01%
1,227,761
+101,344
2231
$33.5M ﹤0.01%
1,740,674
-423,038
2232
$33.5M ﹤0.01%
355,704
-73,809
2233
$33.5M ﹤0.01%
2,189,944
+57,193
2234
$33.5M ﹤0.01%
1,302,358
+145,180
2235
$33.3M ﹤0.01%
942,193
+23,931
2236
$33.3M ﹤0.01%
1,558,710
-334,544
2237
$33.3M ﹤0.01%
4,782,569
-2,553,926
2238
$33.3M ﹤0.01%
660,201
-197,282
2239
$33.3M ﹤0.01%
910,059
-122,799
2240
$33.2M ﹤0.01%
606,272
-33,857
2241
$33.2M ﹤0.01%
512,592
-49,058
2242
$33.1M ﹤0.01%
1,568,916
+168,434
2243
$33.1M ﹤0.01%
554,355
+222,189
2244
$33M ﹤0.01%
716,755
+171,435
2245
$32.9M ﹤0.01%
2,081,349
-83,346
2246
$32.9M ﹤0.01%
371,342
-37,031
2247
$32.9M ﹤0.01%
1,804,542
-506,562
2248
$32.9M ﹤0.01%
8,699,354
+7,214,413
2249
$32.8M ﹤0.01%
622,785
+88,591
2250
$32.8M ﹤0.01%
4,853,920
-306,234
88 89
90
91 92