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
2401
$28.2M ﹤0.01%
2,610,415
+81,733
2402
$28.2M ﹤0.01%
480,380
+40,942
2403
$28.2M ﹤0.01%
469,036
+50,546
2404
$28.1M ﹤0.01%
5,164,890
-15,190
2405
$28.1M ﹤0.01%
7,162,373
+2,211,533
2406
$28.1M ﹤0.01%
303,376
-56,329
2407
$28.1M ﹤0.01%
402,587
-26,926
2408
$28.1M ﹤0.01%
336,776
-57,769
2409
$28.1M ﹤0.01%
414,878
+48,849
2410
$28.1M ﹤0.01%
71,425
-8,947
2411
$28.1M ﹤0.01%
682,880
-427,861
2412
$28M ﹤0.01%
1,568,122
+354,271
2413
$28M ﹤0.01%
1,152,505
-353,947
2414
$28M ﹤0.01%
367,629
+27,914
2415
$27.9M ﹤0.01%
239,747
+14,897
2416
$27.9M ﹤0.01%
2,491,830
-2,511
2417
$27.9M ﹤0.01%
4,801,847
+3,981,120
2418
$27.8M ﹤0.01%
2,900,198
-865,647
2419
$27.8M ﹤0.01%
596,303
+71,641
2420
$27.8M ﹤0.01%
359,109
-6,182
2421
$27.8M ﹤0.01%
1,726,004
-479,480
2422
$27.8M ﹤0.01%
158,842
+21,118
2423
$27.8M ﹤0.01%
877,082
+56,201
2424
$27.8M ﹤0.01%
806,883
-43,795
2425
$27.8M ﹤0.01%
1,357,607
-253,259
95 96
97
98 99