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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
1201
$129M 0.01%
4,495,469
+331,563
1202
$129M 0.01%
3,190,465
+1,253,612
1203
$129M 0.01%
2,201,106
+88,015
1204
$129M 0.01%
2,804,419
+174,051
1205
$129M 0.01%
2,610,011
-317,457
1206
$129M 0.01%
4,644,155
+970,076
1207
$129M 0.01%
4,900,789
+177,472
1208
$129M 0.01%
3,841,315
+1,598,395
1209
$128M 0.01%
3,124,398
+590,701
1210
$128M 0.01%
398,453
+112,744
1211
$128M 0.01%
2,848,845
+1,095,221
1212
$128M 0.01%
715,693
+71,305
1213
$128M 0.01%
2,113,182
-707
1214
$128M 0.01%
3,226,013
+92,846
1215
$128M 0.01%
780,221
+80,401
1216
$128M 0.01%
2,903,870
+90,097
1217
$128M 0.01%
4,116,241
+265,922
1218
$128M 0.01%
1,630,326
+521,210
1219
$127M 0.01%
1,737,600
-31,001
1220
$127M 0.01%
2,117,874
-86,061
1221
$127M 0.01%
6,488,207
+434,254
1222
$126M 0.01%
6,594,391
+437,398
1223
$126M 0.01%
3,631,093
+382,482
1224
$126M 0.01%
9,878,687
-312,902
1225
$126M 0.01%
936,530
-17,723
47 48
49
50 51