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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.57%
 

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
+25.57%
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
7076
$2.33K ﹤0.01%
77
+17
7077
$2.33K ﹤0.01%
48
+1
7078
$2.31K ﹤0.01%
580
-3,981
7079
$2.3K ﹤0.01%
468
7080
$2.29K ﹤0.01%
333
-400
7081
$2.29K ﹤0.01%
+1,238
7082
$2.27K ﹤0.01%
81
+1
7083
$2.27K ﹤0.01%
151
7084
$2.2K ﹤0.01%
115
7085
$2.2K ﹤0.01%
42
-1,090
7086
$2.19K ﹤0.01%
+43
7087
$2.18K ﹤0.01%
2,035
+2,033
7088
$2.18K ﹤0.01%
100
7089
$2.17K ﹤0.01%
500
7090
$2.17K ﹤0.01%
168
7091
$2.16K ﹤0.01%
1,129
7092
$2.14K ﹤0.01%
605
-349
7093
$2.13K ﹤0.01%
67
-1
7094
$2.12K ﹤0.01%
135
+134
7095
$2.11K ﹤0.01%
510
-1
7096
$2.11K ﹤0.01%
608
-179
7097
$2.1K ﹤0.01%
49
-70
7098
$2.09K ﹤0.01%
270
-742
7099
$2.09K ﹤0.01%
1,039
+187
7100
$2.09K ﹤0.01%
300
282 283
284
285 286