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
2301
$31M ﹤0.01%
1,296,328
+80,810
2302
$31M ﹤0.01%
627,529
+70,848
2303
$31M ﹤0.01%
1,283,802
-43,799
2304
$31M ﹤0.01%
731,845
-3,362,985
2305
$31M ﹤0.01%
1,909,329
+383,316
2306
$31M ﹤0.01%
781,395
+343,143
2307
$31M ﹤0.01%
1,006,134
+112,919
2308
$30.9M ﹤0.01%
593,483
-72,801
2309
$30.9M ﹤0.01%
1,008,742
+46,776
2310
$30.9M ﹤0.01%
119,613
+699
2311
$30.8M ﹤0.01%
548,310
-47,299
2312
$30.8M ﹤0.01%
669,375
-141,090
2313
$30.8M ﹤0.01%
362,757
+88,488
2314
$30.8M ﹤0.01%
658,303
+126,658
2315
$30.8M ﹤0.01%
507,383
-17,192
2316
$30.8M ﹤0.01%
164,585
-9,580
2317
$30.7M ﹤0.01%
770,243
-130,372
2318
$30.7M ﹤0.01%
4,408,722
+1,353,313
2319
$30.6M ﹤0.01%
269,596
-87,577
2320
$30.6M ﹤0.01%
2,795,772
-1,583,619
2321
$30.6M ﹤0.01%
562,304
-58,764
2322
$30.5M ﹤0.01%
17,640,366
+9,976,373
2323
$30.5M ﹤0.01%
847,109
-145,602
2324
$30.5M ﹤0.01%
1,294,017
-74,717
2325
$30.5M ﹤0.01%
600,198
+60,422
91 92
93
94 95