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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
1151
$139M 0.01%
548,758
+105,798
1152
$139M 0.01%
12,849,454
+436,938
1153
$139M 0.01%
963,631
-80,160
1154
$139M 0.01%
1,046,371
+138,435
1155
$139M 0.01%
1,394,490
-3,587
1156
$138M 0.01%
1,044,116
+716,159
1157
$138M 0.01%
1,682,320
+759,657
1158
$137M 0.01%
783,473
+36,467
1159
$136M 0.01%
2,347,319
+446,793
1160
$136M 0.01%
7,252,635
+735,706
1161
$136M 0.01%
5,688,517
+644,060
1162
$136M 0.01%
906,351
+43,733
1163
$136M 0.01%
559,951
+158,471
1164
$136M 0.01%
1,380,017
+421,636
1165
$136M 0.01%
5,623,253
+5,055,982
1166
$136M 0.01%
5,499,217
+615,564
1167
$136M 0.01%
3,171,021
+2,891,189
1168
$135M 0.01%
3,293,486
-33,068
1169
$135M 0.01%
639,415
+10,237
1170
$135M 0.01%
3,424,367
+224,129
1171
$135M 0.01%
3,816,585
-1,332,181
1172
$134M 0.01%
2,958,750
+205,629
1173
$134M 0.01%
752,272
-3,153
1174
$134M 0.01%
18,705,260
-3,365,680
1175
$134M 0.01%
2,018,728
-82,206
45 46
47
48 49