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
2351
$29.6M ﹤0.01%
1,794,278
-136,771
2352
$29.6M ﹤0.01%
369,486
+35,969
2353
$29.5M ﹤0.01%
805,205
+231,635
2354
$29.5M ﹤0.01%
16,850,345
+1,604,884
2355
$29.5M ﹤0.01%
1,564,966
-313,598
2356
$29.5M ﹤0.01%
197,984
-223,092
2357
$29.5M ﹤0.01%
1,326,724
+34,553
2358
$29.4M ﹤0.01%
1,487,747
+462,276
2359
$29.4M ﹤0.01%
983,165
+99,373
2360
$29.4M ﹤0.01%
2,012,082
-293,547
2361
$29.4M ﹤0.01%
268,398
-178,127
2362
$29.4M ﹤0.01%
579,783
+124,406
2363
$29.4M ﹤0.01%
1,037,668
-92,281
2364
$29.4M ﹤0.01%
631,067
+118,350
2365
$29.3M ﹤0.01%
1,529,693
-573,324
2366
$29.3M ﹤0.01%
314,031
+11,174
2367
$29.3M ﹤0.01%
3,959,839
+1,811,265
2368
$29.3M ﹤0.01%
1,055,686
+28,858
2369
$29.2M ﹤0.01%
282,288
+15,199
2370
$29.2M ﹤0.01%
2,977,993
+2,224,146
2371
$29.2M ﹤0.01%
782,657
+218,780
2372
$29.2M ﹤0.01%
370,749
+34,375
2373
$29.2M ﹤0.01%
1,135,868
+161,023
2374
$29.2M ﹤0.01%
306,900
-28,691
2375
$29.1M ﹤0.01%
576,706
-442,880
93 94
95
96 97