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
2076
$38.5M ﹤0.01%
3,778,236
+75,234
2077
$38.5M ﹤0.01%
2,172,372
+513,663
2078
$38.5M ﹤0.01%
193,043
-6,023
2079
$38.4M ﹤0.01%
2,131,444
-192,665
2080
$38.3M ﹤0.01%
9,626,188
-692,177
2081
$38.3M ﹤0.01%
2,452,100
+242,250
2082
$38.2M ﹤0.01%
1,608,506
-775,735
2083
$38.1M ﹤0.01%
985,671
-2,874
2084
$38.1M ﹤0.01%
+1,237,318
2085
$38.1M ﹤0.01%
534,332
-81,766
2086
$38M ﹤0.01%
3,037,533
+61,076
2087
$38M ﹤0.01%
1,237,262
-924,900
2088
$38M ﹤0.01%
990,574
-67,118
2089
$38M ﹤0.01%
517,888
-28,176
2090
$37.9M ﹤0.01%
244,964
+2,659
2091
$37.9M ﹤0.01%
3,437,244
-768,063
2092
$37.9M ﹤0.01%
590,392
-132,886
2093
$37.9M ﹤0.01%
701,029
-335,529
2094
$37.9M ﹤0.01%
11,830,577
-139,157
2095
$37.8M ﹤0.01%
821,125
+120,368
2096
$37.8M ﹤0.01%
195,387
-624
2097
$37.8M ﹤0.01%
1,907,854
-8,108
2098
$37.8M ﹤0.01%
3,737,529
+1,136,088
2099
$37.8M ﹤0.01%
511,693
-15,418
2100
$37.8M ﹤0.01%
2,370,098
+444,457
82 83
84
85 86