Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.4B
2
+$2.37B
3
+$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1
+$2.63B
2
+$2.46B
3
+$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.08%
2 Financials 11.07%
3 Consumer Discretionary 8.45%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$892M 0.05%
10,684,511
+1,019,029
327
$891M 0.05%
6,514,217
+469,950
328
$891M 0.05%
11,111,563
+378,466
329
$890M 0.05%
1,784,741
-38,387
330
$888M 0.05%
17,659,529
-1,078,651
331
$885M 0.05%
3,857,782
+11,353
332
$872M 0.05%
144,869,377
-3,245,063
333
$872M 0.05%
14,728,946
+2,232,892
334
$872M 0.05%
2,831,708
+3,337
335
$870M 0.05%
11,842,728
+485,188
336
$867M 0.05%
2,683,650
-355,815
337
$865M 0.05%
8,279,762
+64,708
338
$862M 0.05%
8,090,832
-403,358
339
$862M 0.05%
1,775,525
+212,324
340
$860M 0.05%
2,928,796
+72,188
341
$857M 0.05%
448,427
-23,464
342
$851M 0.05%
7,101,376
-3,352,898
343
$844M 0.05%
2,720,046
+933,176
344
$843M 0.05%
8,618,874
+88,700
345
$841M 0.05%
2,030,332
+148,089
346
$840M 0.05%
11,513,056
+243,862
347
$836M 0.05%
3,260,276
+739,203
348
$832M 0.05%
29,390,387
-1,300,174
349
$831M 0.05%
8,251,307
-145,379
350
$830M 0.05%
4,755,529
+145,068
12 13
14
15 16