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
5151
$667K ﹤0.01%
175,432
-1,031,310
5152
$666K ﹤0.01%
18,937
-139
5153
$664K ﹤0.01%
29,658
+2,718
5154
$661K ﹤0.01%
393,606
-6,882
5155
$661K ﹤0.01%
245,637
+44,894
5156
$659K ﹤0.01%
170,179
+20,951
5157
$658K ﹤0.01%
300,616
-45,209
5158
$658K ﹤0.01%
52,800
+31,773
5159
$657K ﹤0.01%
82,225
-9,076
5160
$657K ﹤0.01%
8,604
+776
5161
$653K ﹤0.01%
75,275
+10,842
5162
$653K ﹤0.01%
1,104,428
-753,748
5163
$648K ﹤0.01%
93,308
-2,793
5164
$646K ﹤0.01%
13,237
-1,604
5165
$642K ﹤0.01%
64,653
-4,052
5166
$642K ﹤0.01%
187,715
-42,696
5167
$640K ﹤0.01%
91,088
+36,676
5168
$639K ﹤0.01%
62,386
+16,020
5169
$639K ﹤0.01%
48,497
-22,220
5170
$639K ﹤0.01%
35,887
-2,725
5171
$637K ﹤0.01%
24,647
+462
5172
$635K ﹤0.01%
61,920
+41,112
5173
$635K ﹤0.01%
106,770
-10,556
5174
$635K ﹤0.01%
157,067
+30,780
5175
$634K ﹤0.01%
102,666
-36,967
205 206
207
208 209