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
4676
$1.8M ﹤0.01%
94,174
-38,586
4677
$1.79M ﹤0.01%
73,372
-32,101
4678
$1.79M ﹤0.01%
462,358
-44,453
4679
$1.79M ﹤0.01%
143,135
+37,847
4680
$1.79M ﹤0.01%
450,309
-119,523
4681
$1.79M ﹤0.01%
59,446
-1,642
4682
$1.78M ﹤0.01%
177,994
-9,007
4683
$1.78M ﹤0.01%
259,017
-42,731
4684
$1.78M ﹤0.01%
1,072,703
-212,986
4685
$1.78M ﹤0.01%
+68,701
4686
$1.77M ﹤0.01%
3,299,229
+3,134,161
4687
$1.76M ﹤0.01%
339,053
+236,966
4688
$1.75M ﹤0.01%
37,976
+15,962
4689
$1.75M ﹤0.01%
464,220
-14,045
4690
$1.74M ﹤0.01%
576,871
+71,911
4691
$1.74M ﹤0.01%
84,338
-4,687
4692
$1.74M ﹤0.01%
210,614
+86,887
4693
$1.74M ﹤0.01%
94,541
+2,787
4694
$1.74M ﹤0.01%
215,101
+124,541
4695
$1.74M ﹤0.01%
152,666
+60,369
4696
$1.73M ﹤0.01%
65,290
-36,102
4697
$1.73M ﹤0.01%
111,778
+41,683
4698
$1.73M ﹤0.01%
249,306
+64,038
4699
$1.72M ﹤0.01%
89,181
+35,051
4700
$1.72M ﹤0.01%
48,134
-6,435
186 187
188
189 190