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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
1076
$157M 0.01%
6,340,745
+1,954,377
1077
$156M 0.01%
2,450,641
+3,248
1078
$156M 0.01%
349,261
+3,246
1079
$156M 0.01%
5,074,014
+1,582,732
1080
$155M 0.01%
2,216,967
+89,909
1081
$155M 0.01%
2,973,647
+238,682
1082
$155M 0.01%
632,469
-242,841
1083
$155M 0.01%
14,292,398
-5,453,805
1084
$155M 0.01%
331,283
-159,060
1085
$155M 0.01%
2,747,717
+313,616
1086
$155M 0.01%
4,473,940
+32,937
1087
$154M 0.01%
1,341,590
+292,528
1088
$154M 0.01%
439,839
-4,488
1089
$154M 0.01%
1,927,904
+78,304
1090
$154M 0.01%
946,349
+82,051
1091
$154M 0.01%
3,911,235
-517,096
1092
$153M 0.01%
3,471,454
-317,998
1093
$153M 0.01%
3,026,072
+460,588
1094
$153M 0.01%
1,469,280
-405,799
1095
$153M 0.01%
385,153
-21,029
1096
$152M 0.01%
603,301
+228,431
1097
$152M 0.01%
3,101,228
-533,656
1098
$152M 0.01%
539,680
+53,480
1099
$151M 0.01%
1,389,720
-139,523
1100
$151M 0.01%
4,912,563
-236,202
42 43
44
45 46