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
1251
$99.1M 0.01%
2,916,728
+138,329
1252
$99.1M 0.01%
2,906,057
-301,226
1253
$99M 0.01%
912,138
-121,519
1254
$99M 0.01%
3,832,423
+948,057
1255
$98.8M 0.01%
3,832,771
+915,722
1256
$98.7M 0.01%
1,975,834
+404,170
1257
$98.6M 0.01%
1,924,544
+51,361
1258
$98.4M 0.01%
1,737,303
-169,993
1259
$98.4M 0.01%
1,396,791
-406,855
1260
$98.3M 0.01%
547,842
+43,704
1261
$98M 0.01%
2,643,019
+512,607
1262
$97.8M 0.01%
521,596
+145,082
1263
$97.7M 0.01%
562,423
+36,665
1264
$97.4M 0.01%
9,974,115
-42,499
1265
$97.4M 0.01%
4,028,991
+1,907,118
1266
$97.3M 0.01%
2,599,530
-445,843
1267
$97M 0.01%
3,515,950
-1,616,267
1268
$96.8M 0.01%
5,266,880
-1,230,042
1269
$96.8M 0.01%
4,087,099
+278,893
1270
$96.7M 0.01%
1,278,135
-103,752
1271
$96.5M 0.01%
2,463,537
-826,421
1272
$96.5M 0.01%
743,476
+208,046
1273
$96.4M 0.01%
1,599,775
+69,557
1274
$96.4M 0.01%
9,211,743
-2,797,621
1275
$96.3M 0.01%
1,013,364
-124,988
49 50
51
52 53