Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
+$2.75B
2
+$2.07B
3
+$1.75B
4
AAPL icon
Apple
AAPL
+$1.6B
5
TSLA icon
Tesla
TSLA
+$1.58B

Top Sells

1
+$1.7B
2
+$1.35B
3
+$1.3B
4
SHOP icon
Shopify
SHOP
+$1.14B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03B

Sector Composition

1 Technology 22.61%
2 Financials 11.55%
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
3301
$10.9M ﹤0.01%
100,938
-10,266
3302
$10.9M ﹤0.01%
96,556
+684
3303
$10.9M ﹤0.01%
585,333
-199,999
3304
$10.9M ﹤0.01%
93,710
-1,024
3305
$10.8M ﹤0.01%
318,187
-18,096
3306
$10.8M ﹤0.01%
427,970
-16,256
3307
$10.8M ﹤0.01%
124,338
-27,662
3308
$10.8M ﹤0.01%
736,649
-291,821
3309
$10.8M ﹤0.01%
1,087,257
-534,686
3310
$10.8M ﹤0.01%
523,385
-1,290
3311
$10.8M ﹤0.01%
438,171
+60,766
3312
$10.8M ﹤0.01%
2,664,693
+1,874,285
3313
$10.8M ﹤0.01%
249,265
+229,478
3314
$10.8M ﹤0.01%
189,769
-35,186
3315
$10.8M ﹤0.01%
772,126
-301,389
3316
$10.8M ﹤0.01%
990,347
-126,523
3317
$10.7M ﹤0.01%
569,080
+20,138
3318
$10.7M ﹤0.01%
905,400
-3,164,816
3319
$10.7M ﹤0.01%
409,137
+84,493
3320
$10.7M ﹤0.01%
306,061
-21,266
3321
$10.7M ﹤0.01%
2,744,392
+1,836,391
3322
$10.7M ﹤0.01%
111,223
+83,179
3323
$10.7M ﹤0.01%
623,297
-171,821
3324
$10.6M ﹤0.01%
291,514
-155,098
3325
$10.6M ﹤0.01%
107,030
+13,826
131 132
133
134 135