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
1851
$48.9M ﹤0.01%
1,806,405
+72,563
1852
$48.8M ﹤0.01%
576,858
+166,708
1853
$48.8M ﹤0.01%
2,666,434
+510,961
1854
$48.8M ﹤0.01%
366,717
+7,601
1855
$48.7M ﹤0.01%
4,537,865
+277,113
1856
$48.6M ﹤0.01%
1,248,882
+392,510
1857
$48.6M ﹤0.01%
847,485
+506,525
1858
$48.6M ﹤0.01%
1,041,032
-295,667
1859
$48.5M ﹤0.01%
423,688
+120,561
1860
$48.5M ﹤0.01%
1,326,278
-9,522
1861
$48.5M ﹤0.01%
1,073,817
-84,237
1862
$48.4M ﹤0.01%
914,750
-676,027
1863
$48.3M ﹤0.01%
194,532
+21,069
1864
$48.2M ﹤0.01%
637,454
-15,812
1865
$48.2M ﹤0.01%
1,009,239
+386,996
1866
$48.2M ﹤0.01%
4,834,905
-58,634
1867
$48.1M ﹤0.01%
2,298,270
-1,325,570
1868
$48M ﹤0.01%
5,172,071
1869
$48M ﹤0.01%
2,830,839
+697,325
1870
$47.8M ﹤0.01%
596,592
+118,986
1871
$47.7M ﹤0.01%
260,439
+47,403
1872
$47.7M ﹤0.01%
522,774
-52,035
1873
$47.7M ﹤0.01%
1,098,462
+743,704
1874
$47.7M ﹤0.01%
426,444
-3,696
1875
$47.6M ﹤0.01%
910,599
-76,955
73 74
75
76 77