We are live on ! Find out more
Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 22.55%
2 Financials 11.55%
3 Consumer Discretionary 9.73%
4 Healthcare 8.08%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7776
– –
-2,485,943
7777
– –
-25,257
7778
– –
-40,347
7779
– –
-22,604
7780
– –
-1,000
7781
– –
-1
7782
– –
-1,400
7783
– –
-1
7784
– –
0
7785
– –
-14,989
7786
– –
-1
7787
– –
-195
7788
– –
-1
7789
– –
-1
7790
– –
-254,286
7791
– –
-4,289,651
7792
– –
-152,744
7793
– –
-8,457
7794
– –
-150
7795
– –
-1,368,189
7796
– –
-1
7797
– –
-1
7798
– –
-2,048
7799
– –
-375,256
7800
– –
-554,362
310 311
312
313 314