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
2326
$30.5M ﹤0.01%
1,169,003
-81,760
2327
$30.4M ﹤0.01%
418,226
+250,454
2328
$30.3M ﹤0.01%
1,066,672
+266,007
2329
$30.3M ﹤0.01%
1,228,926
+84,337
2330
$30.2M ﹤0.01%
434,252
+1,018
2331
$30.2M ﹤0.01%
2,184,342
+225,527
2332
$30.2M ﹤0.01%
1,519,615
-554,059
2333
$30.2M ﹤0.01%
461,675
+45,041
2334
$30.2M ﹤0.01%
1,096,429
+86,299
2335
$30.1M ﹤0.01%
6,134,825
+731,790
2336
$30.1M ﹤0.01%
634,224
-153,811
2337
$30M ﹤0.01%
1,335,451
-286,579
2338
$29.9M ﹤0.01%
838,062
+44,389
2339
$29.9M ﹤0.01%
2,362,403
+135,777
2340
$29.8M ﹤0.01%
6,038,594
+1,934,258
2341
$29.8M ﹤0.01%
797,215
-806,654
2342
$29.8M ﹤0.01%
786,496
+61,855
2343
$29.8M ﹤0.01%
546,438
-41,022
2344
$29.7M ﹤0.01%
1,541,721
-237,535
2345
$29.6M ﹤0.01%
817,204
-81,312
2346
$29.6M ﹤0.01%
876,552
-110,334
2347
$29.6M ﹤0.01%
314,621
-1,967
2348
$29.6M ﹤0.01%
1,365,798
-647,096
2349
$29.6M ﹤0.01%
5,754,483
-2,614,286
2350
$29.6M ﹤0.01%
2,622,092
+402,598
92 93
94
95 96