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
376
$774M 0.05%
9,849,088
-143,796
377
$773M 0.05%
3,518,942
-112,376
378
$769M 0.05%
33,278,312
+1,703,516
379
$768M 0.05%
3,191,219
+332,575
380
$768M 0.05%
4,741,328
-97,825
381
$763M 0.05%
5,855,413
+372,205
382
$763M 0.05%
3,642,813
-12,597
383
$762M 0.05%
8,375,516
+729,257
384
$760M 0.05%
22,244,812
-1,952,590
385
$758M 0.05%
6,097,848
+210,936
386
$755M 0.05%
8,484,188
-189,280
387
$752M 0.05%
11,159,269
+1,172,234
388
$751M 0.05%
1,329,023
-275,986
389
$751M 0.05%
8,696,807
-120,176
390
$750M 0.05%
4,194,199
-350,425
391
$746M 0.05%
2,481,789
+94,013
392
$744M 0.05%
8,797,089
-2,474,040
393
$743M 0.05%
27,225,753
-1,001,507
394
$738M 0.04%
942,575
-20,620
395
$736M 0.04%
8,200,438
-1,244,111
396
$734M 0.04%
10,061,186
+2,483,236
397
$733M 0.04%
7,453,604
-314,371
398
$731M 0.04%
488,473
-20,768
399
$728M 0.04%
2,860,028
-29,218
400
$725M 0.04%
17,122,416
+4,916,647
14 15
16
17 18