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
2376
$29.1M ﹤0.01%
530,136
+25,736
2377
$29.1M ﹤0.01%
1,900,798
-4,497,452
2378
$29M ﹤0.01%
314,081
-80,022
2379
$28.9M ﹤0.01%
1,980,194
+1,092,217
2380
$28.9M ﹤0.01%
1,536,412
-69,354
2381
$28.9M ﹤0.01%
11,637,172
-930,694
2382
$28.9M ﹤0.01%
2,206,365
-66,176
2383
$28.9M ﹤0.01%
3,671,624
+23,153
2384
$28.8M ﹤0.01%
281,305
-7,179
2385
$28.8M ﹤0.01%
432,373
+61,314
2386
$28.8M ﹤0.01%
1,862,965
+198,229
2387
$28.8M ﹤0.01%
1,650,603
+301,195
2388
$28.7M ﹤0.01%
1,216,712
-265,130
2389
$28.6M ﹤0.01%
543,756
+3,084
2390
$28.6M ﹤0.01%
32,771
+26
2391
$28.6M ﹤0.01%
400,703
-168,832
2392
$28.5M ﹤0.01%
3,274,125
+2,067,411
2393
$28.5M ﹤0.01%
2,058,035
-155,655
2394
$28.4M ﹤0.01%
2,574,273
+61,221
2395
$28.4M ﹤0.01%
984,039
-41,409
2396
$28.4M ﹤0.01%
568,209
-295,428
2397
$28.4M ﹤0.01%
848,382
-407,674
2398
$28.4M ﹤0.01%
1,883,369
+248,939
2399
$28.3M ﹤0.01%
454,438
-68,467
2400
$28.2M ﹤0.01%
637,693
+62,667
94 95
96
97 98