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
5126
$705K ﹤0.01%
10,898
+794
5127
$703K ﹤0.01%
78,214
+17,760
5128
$702K ﹤0.01%
262,865
+251,348
5129
$700K ﹤0.01%
346,696
+25,927
5130
$700K ﹤0.01%
245,672
5131
$697K ﹤0.01%
72,205
+5,473
5132
$696K ﹤0.01%
49,679
5133
$689K ﹤0.01%
54,479
+16,074
5134
$688K ﹤0.01%
36,041
+31,169
5135
$688K ﹤0.01%
75,679
+943
5136
$687K ﹤0.01%
103,458
+7,984
5137
$687K ﹤0.01%
51,296
+4,879
5138
$686K ﹤0.01%
27,427
-1,362
5139
$685K ﹤0.01%
86,115
-13,536
5140
$681K ﹤0.01%
83,608
-11,888
5141
$680K ﹤0.01%
28,918
+27,877
5142
$680K ﹤0.01%
41,292
-351
5143
$679K ﹤0.01%
156,357
-17,431
5144
$677K ﹤0.01%
223,587
+36,572
5145
$675K ﹤0.01%
+244,000
5146
$675K ﹤0.01%
63,466
-67,730
5147
$672K ﹤0.01%
17,675
-2,077
5148
$670K ﹤0.01%
10,618
+9,956
5149
$670K ﹤0.01%
86,059
+2,935
5150
$667K ﹤0.01%
109,785
+40,136
204 205
206
207 208