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
1276
$96.2M 0.01%
620,231
+7,813
1277
$96.1M 0.01%
817,228
-636,437
1278
$96.1M 0.01%
2,107,963
+134,503
1279
$95.8M 0.01%
952,259
-9,357
1280
$95.7M 0.01%
1,563,088
+156,540
1281
$95.5M 0.01%
3,969,535
+381,515
1282
$95.5M 0.01%
948,039
+70,427
1283
$95.4M 0.01%
2,799,625
+139,306
1284
$95.3M 0.01%
1,430,637
-17,263
1285
$95.2M 0.01%
443,926
-42,872
1286
$95M 0.01%
1,111,803
+59,060
1287
$94.9M 0.01%
5,534,337
-3,065,281
1288
$94.8M 0.01%
2,705,436
+399,334
1289
$94.8M 0.01%
846,670
-177,986
1290
$94.7M 0.01%
1,279,591
-13,749
1291
$94.7M 0.01%
1,183,709
-61,933
1292
$94.5M 0.01%
2,132,967
+174,939
1293
$94.4M 0.01%
9,891,621
+1,653,824
1294
$94.3M 0.01%
1,432,868
+75,228
1295
$94.2M 0.01%
2,306,451
+149,964
1296
$94.1M 0.01%
1,648,728
+43,729
1297
$94.1M 0.01%
3,310,402
-61,408
1298
$94.1M 0.01%
896,111
+263,191
1299
$94M 0.01%
1,239,195
+49,464
1300
$94M 0.01%
945,217
-13,695
50 51
52
53 54