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
2426
$27.7M ﹤0.01%
1,470,574
-486,308
2427
$27.7M ﹤0.01%
317,819
+28,060
2428
$27.7M ﹤0.01%
1,325,488
-11,150
2429
$27.7M ﹤0.01%
938,123
-82,953
2430
$27.7M ﹤0.01%
551,393
-116,166
2431
$27.6M ﹤0.01%
137,966
-16,359
2432
$27.6M ﹤0.01%
6,985,439
-1,731,003
2433
$27.6M ﹤0.01%
1,363,919
-56,152
2434
$27.6M ﹤0.01%
682,165
-9,741
2435
$27.5M ﹤0.01%
4,883,334
-1,074,548
2436
$27.5M ﹤0.01%
209,013
-4,859
2437
$27.5M ﹤0.01%
1,207,981
-524,775
2438
$27.5M ﹤0.01%
260,584
-106,686
2439
$27.5M ﹤0.01%
1,047,733
-212,455
2440
$27.5M ﹤0.01%
315,107
-334,188
2441
$27.5M ﹤0.01%
1,210,791
+128,509
2442
$27.4M ﹤0.01%
739,151
+220,840
2443
$27.4M ﹤0.01%
51,839
-3,734
2444
$27.4M ﹤0.01%
423,604
+8,049
2445
$27.3M ﹤0.01%
654,399
+47,475
2446
$27.3M ﹤0.01%
875,107
-138,694
2447
$27.3M ﹤0.01%
1,105,710
+8,540
2448
$27.3M ﹤0.01%
1,445,394
-11,720
2449
$27.3M ﹤0.01%
165,085
+703
2450
$27.3M ﹤0.01%
2,795,722
+845,255
96 97
98
99 100