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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
926
$204M 0.01%
4,016,013
-187,638
927
$203M 0.01%
3,564,907
+1,889,531
928
$203M 0.01%
1,612,501
+19,662
929
$202M 0.01%
9,673,779
-2,677,820
930
$202M 0.01%
4,245,919
+1,130,547
931
$200M 0.01%
1,063,105
-23,483
932
$199M 0.01%
1,683,727
+8,803
933
$199M 0.01%
3,878,152
+3,137,343
934
$199M 0.01%
4,148,437
+180,989
935
$199M 0.01%
1,364,321
-1,818,795
936
$198M 0.01%
3,916,262
-201,383
937
$198M 0.01%
2,041,644
-2,541
938
$198M 0.01%
3,370,246
+526,596
939
$198M 0.01%
949,789
-130,945
940
$197M 0.01%
2,313,901
-42,123
941
$197M 0.01%
7,817,980
+620,926
942
$196M 0.01%
1,550,778
+33,523
943
$196M 0.01%
2,031,712
+494,667
944
$196M 0.01%
4,376,725
+835,774
945
$195M 0.01%
729,925
-16,206
946
$195M 0.01%
11,484,012
-663,752
947
$195M 0.01%
2,416,184
-123,271
948
$195M 0.01%
1,392,245
-385,960
949
$195M 0.01%
2,177,634
+1,151,277
950
$195M 0.01%
1,004,291
+749,900
36 37
38
39 40