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
3526
$8.17M ﹤0.01%
767,300
-1,414,164
3527
$8.17M ﹤0.01%
241,062
+100,961
3528
$8.15M ﹤0.01%
4,268,711
-7,019,677
3529
$8.14M ﹤0.01%
648,880
-14,697
3530
$8.13M ﹤0.01%
122,113
-124,520
3531
$8.13M ﹤0.01%
276,353
-254,053
3532
$8.12M ﹤0.01%
827,287
+18,818
3533
$8.11M ﹤0.01%
1,117,002
-1,619,028
3534
$8.1M ﹤0.01%
1,451,286
-396,083
3535
$8.09M ﹤0.01%
177,072
-2,435
3536
$8.09M ﹤0.01%
304,870
+27,350
3537
$8.07M ﹤0.01%
383,328
-40,704
3538
$8.07M ﹤0.01%
540,641
-273,452
3539
$8.06M ﹤0.01%
150,177
+1,021
3540
$8.06M ﹤0.01%
214,809
+8,319
3541
$8.06M ﹤0.01%
480,232
-984,282
3542
$8.06M ﹤0.01%
656,673
-20,178
3543
$8.06M ﹤0.01%
190,227
+31,229
3544
$8.04M ﹤0.01%
116,369
-12,213
3545
$7.99M ﹤0.01%
501,964
-630,483
3546
$7.97M ﹤0.01%
1,221,221
-406,559
3547
$7.97M ﹤0.01%
402,397
+228,802
3548
$7.95M ﹤0.01%
282,659
-51,290
3549
$7.94M ﹤0.01%
428,249
+80,252
3550
$7.94M ﹤0.01%
621,028
-213,828
140 141
142
143 144