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
2276
$31.9M ﹤0.01%
911,150
-27,827
2277
$31.8M ﹤0.01%
259,194
-20,452
2278
$31.8M ﹤0.01%
1,533,515
+10,809
2279
$31.7M ﹤0.01%
1,195,669
-556,494
2280
$31.7M ﹤0.01%
1,615,992
-300,834
2281
$31.7M ﹤0.01%
240,526
-8,822
2282
$31.7M ﹤0.01%
792,299
-87,129
2283
$31.7M ﹤0.01%
3,591,021
-1,527,880
2284
$31.7M ﹤0.01%
390,858
+13,960
2285
$31.5M ﹤0.01%
1,463,280
+20,984
2286
$31.5M ﹤0.01%
1,010,900
+507,234
2287
$31.5M ﹤0.01%
418,299
-35,519
2288
$31.4M ﹤0.01%
66,855
+6,769
2289
$31.4M ﹤0.01%
793,175
-26,874
2290
$31.4M ﹤0.01%
501,893
+26,150
2291
$31.4M ﹤0.01%
758,380
+132,464
2292
$31.4M ﹤0.01%
560,087
+95,483
2293
$31.3M ﹤0.01%
803,530
-45,199
2294
$31.3M ﹤0.01%
682,880
+14,918
2295
$31.3M ﹤0.01%
584,829
+2,886
2296
$31.2M ﹤0.01%
1,482,521
+455,572
2297
$31.1M ﹤0.01%
698,981
+44,721
2298
$31.1M ﹤0.01%
814,492
+162,470
2299
$31.1M ﹤0.01%
734,419
-217,251
2300
$31M ﹤0.01%
468,030
-74,161
90 91
92
93 94