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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
676
$341M 0.02%
2,257,052
+743,315
677
$338M 0.02%
1,489,667
-6,560
678
$337M 0.02%
12,922,312
+4,632,987
679
$334M 0.02%
2,934,678
-1,213,205
680
$332M 0.02%
2,103,581
+1,047,925
681
$331M 0.02%
726,061
-44,907
682
$330M 0.02%
2,396,925
-1,424,865
683
$329M 0.02%
9,552,219
-827,411
684
$329M 0.02%
2,115,584
+59,914
685
$328M 0.02%
3,661,566
+317,745
686
$327M 0.02%
7,660,357
+2,289,259
687
$327M 0.02%
1,013,305
+137,153
688
$327M 0.02%
3,850,087
+151,176
689
$324M 0.02%
4,348,539
-2,645,594
690
$323M 0.02%
3,044,796
+85,048
691
$322M 0.02%
14,042,128
-289,990
692
$321M 0.02%
435,106
+5,815
693
$320M 0.02%
16,561,025
+1,116,334
694
$320M 0.02%
3,418,581
+847,595
695
$319M 0.02%
10,246,660
-4,729,109
696
$317M 0.02%
657,127
+115,007
697
$316M 0.02%
19,495,414
+332,458
698
$316M 0.02%
7,713,775
+11,612
699
$316M 0.02%
7,053,996
-1,969,944
700
$315M 0.02%
2,251,535
+295,325
26 27
28
29 30