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
2051
$39.7M ﹤0.01%
4,940,115
+3,387,896
2052
$39.7M ﹤0.01%
985,010
+674,842
2053
$39.7M ﹤0.01%
468,037
-74,415
2054
$39.7M ﹤0.01%
563,258
+278,657
2055
$39.7M ﹤0.01%
383,890
-4,300
2056
$39.6M ﹤0.01%
677,066
-61,613
2057
$39.6M ﹤0.01%
2,168,509
+388,719
2058
$39.4M ﹤0.01%
1,155,560
+1,155,559
2059
$39.4M ﹤0.01%
609,133
-124,261
2060
$39.4M ﹤0.01%
1,991,467
+1,107,801
2061
$39.4M ﹤0.01%
4,581,132
-26,894
2062
$39.2M ﹤0.01%
1,160,402
-44,632
2063
$39.2M ﹤0.01%
1,047,495
-226,466
2064
$39.2M ﹤0.01%
1,150,821
+285,124
2065
$39.2M ﹤0.01%
1,319,802
-29,808
2066
$39.1M ﹤0.01%
1,837,870
+57,566
2067
$39.1M ﹤0.01%
2,284,483
-26,421
2068
$39M ﹤0.01%
394,749
+86,857
2069
$39M ﹤0.01%
789,913
+15,015
2070
$39M ﹤0.01%
345,903
-21,944
2071
$38.9M ﹤0.01%
873,451
+10,769
2072
$38.9M ﹤0.01%
497,572
+13,603
2073
$38.7M ﹤0.01%
1,139,703
+71,625
2074
$38.6M ﹤0.01%
5,610,794
-279,695
2075
$38.6M ﹤0.01%
602,238
-91,222
81 82
83
84 85