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
2251
$32.7M ﹤0.01%
161,816
-342
2252
$32.6M ﹤0.01%
461,702
-18,601
2253
$32.6M ﹤0.01%
3,382,409
+215,268
2254
$32.6M ﹤0.01%
970,341
+323,849
2255
$32.6M ﹤0.01%
1,422,749
-64,591
2256
$32.6M ﹤0.01%
855,316
+72,046
2257
$32.6M ﹤0.01%
2,656,241
-617,582
2258
$32.5M ﹤0.01%
716,768
-219,968
2259
$32.5M ﹤0.01%
800,192
-93,886
2260
$32.5M ﹤0.01%
1,939,796
-479,843
2261
$32.4M ﹤0.01%
818,288
-131,307
2262
$32.3M ﹤0.01%
423,833
+34,488
2263
$32.2M ﹤0.01%
1,924,509
+544,858
2264
$32.2M ﹤0.01%
493,053
+11,145
2265
$32.2M ﹤0.01%
2,836,524
-518,645
2266
$32.2M ﹤0.01%
655,116
+327,764
2267
$32.2M ﹤0.01%
680,468
-89,630
2268
$32.1M ﹤0.01%
410,905
+60,185
2269
$32M ﹤0.01%
3,770,568
+333,346
2270
$32M ﹤0.01%
1,344,198
-119,604
2271
$32M ﹤0.01%
99,359
+20,277
2272
$32M ﹤0.01%
1,573,366
+361,089
2273
$31.9M ﹤0.01%
394,134
+30,713
2274
$31.9M ﹤0.01%
567,606
-26,390
2275
$31.9M ﹤0.01%
494,956
-50,304
89 90
91
92 93