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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
1051
$162M 0.01%
3,562,137
+63,326
1052
$162M 0.01%
4,933,992
-741,786
1053
$162M 0.01%
2,049,271
+346,451
1054
$161M 0.01%
794,892
+261,555
1055
$161M 0.01%
1,453,355
-527,459
1056
$161M 0.01%
1,806,638
+704,168
1057
$161M 0.01%
4,547,219
-168,404
1058
$161M 0.01%
2,844,602
+380,612
1059
$161M 0.01%
5,930,891
-25,489
1060
$160M 0.01%
14,294,165
-3,067,376
1061
$160M 0.01%
3,468,098
-835,890
1062
$160M 0.01%
7,305,592
+441,853
1063
$160M 0.01%
2,109,072
-184,293
1064
$159M 0.01%
3,949,914
+548,851
1065
$159M 0.01%
5,706,326
+870,277
1066
$159M 0.01%
461,132
-63,989
1067
$159M 0.01%
1,735,204
-366,251
1068
$159M 0.01%
3,236,352
-912,357
1069
$158M 0.01%
6,084,034
+799,914
1070
$158M 0.01%
3,772,817
-306,546
1071
$158M 0.01%
8,410,636
-509,666
1072
$158M 0.01%
6,372,134
-552,794
1073
$158M 0.01%
945,201
+213,195
1074
$158M 0.01%
2,200,835
+71,392
1075
$157M 0.01%
3,919,871
+576,454
41 42
43
44 45