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
1876
$47.6M ﹤0.01%
941,054
+132,742
1877
$47.6M ﹤0.01%
637,250
-561,963
1878
$47.5M ﹤0.01%
615,535
+33,083
1879
$47.5M ﹤0.01%
410,966
+29,458
1880
$47.5M ﹤0.01%
2,754,666
-405,479
1881
$47.5M ﹤0.01%
488,376
-14,872
1882
$47.4M ﹤0.01%
618,117
-139,035
1883
$47.4M ﹤0.01%
3,555,594
-1,069,762
1884
$47.3M ﹤0.01%
394,378
+13,094
1885
$47.3M ﹤0.01%
1,082,115
+91,957
1886
$47.1M ﹤0.01%
1,324,010
-413,442
1887
$47M ﹤0.01%
3,344,134
+1,742,279
1888
$46.9M ﹤0.01%
1,020,950
+604,593
1889
$46.9M ﹤0.01%
5,766,614
+1,209,849
1890
$46.8M ﹤0.01%
1,125,538
-14,051
1891
$46.8M ﹤0.01%
507,086
+10,767
1892
$46.6M ﹤0.01%
5,641,433
+117,919
1893
$46.6M ﹤0.01%
2,180,192
+301,942
1894
$46.5M ﹤0.01%
965,537
-48,916
1895
$46.5M ﹤0.01%
1,602,744
-696,690
1896
$46.5M ﹤0.01%
1,329,929
+19,478
1897
$46.5M ﹤0.01%
3,818,231
+387,213
1898
$46.4M ﹤0.01%
510,782
-101,119
1899
$46.4M ﹤0.01%
1,147,079
-297,983
1900
$46.4M ﹤0.01%
639,185
+65,730
74 75
76
77 78