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
2451
$27.2M ﹤0.01%
848,059
+34,948
2452
$27.2M ﹤0.01%
1,869,771
-3,513
2453
$27.2M ﹤0.01%
409,207
-34,389
2454
$27.2M ﹤0.01%
284,909
-1,781
2455
$27.1M ﹤0.01%
1,302,416
+168,736
2456
$27.1M ﹤0.01%
1,008,837
-317,386
2457
$27.1M ﹤0.01%
533,252
+316,840
2458
$27M ﹤0.01%
252,147
+10,941
2459
$27M ﹤0.01%
716,412
-149,178
2460
$27M ﹤0.01%
2,194,070
-5,342
2461
$26.9M ﹤0.01%
244,589
-20,861
2462
$26.8M ﹤0.01%
1,582,662
-72,702
2463
$26.7M ﹤0.01%
1,581,801
+67,320
2464
$26.7M ﹤0.01%
1,016,625
-195,294
2465
$26.7M ﹤0.01%
674,641
-78,065
2466
$26.7M ﹤0.01%
197,727
-102,131
2467
$26.7M ﹤0.01%
1,853,541
+31,313
2468
$26.7M ﹤0.01%
771,831
-49,651
2469
$26.7M ﹤0.01%
132,659
+9,667
2470
$26.6M ﹤0.01%
227,295
-6,243
2471
$26.6M ﹤0.01%
470,652
+52,464
2472
$26.6M ﹤0.01%
2,243,670
+310,298
2473
$26.6M ﹤0.01%
319,718
-11,173
2474
$26.6M ﹤0.01%
172,737
+31,851
2475
$26.5M ﹤0.01%
261,228
+28,057
97 98
99
100 101