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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
1226
$125M 0.01%
858,027
-54,108
1227
$125M 0.01%
1,470,717
+995,437
1228
$125M 0.01%
751,369
-137,459
1229
$125M 0.01%
591,298
-139,790
1230
$125M 0.01%
881,334
+102,279
1231
$125M 0.01%
3,597,131
+1,844,677
1232
$124M 0.01%
6,396,512
-615,458
1233
$124M 0.01%
2,944,996
+368,841
1234
$124M 0.01%
10,012,270
+288,774
1235
$124M 0.01%
9,776,138
+1,088,578
1236
$124M 0.01%
12,919,013
+4,665,927
1237
$124M 0.01%
4,378,048
+765,369
1238
$124M 0.01%
1,623,070
+80,053
1239
$123M 0.01%
1,302,412
-101,756
1240
$123M 0.01%
2,147,291
-241,583
1241
$123M 0.01%
16,166,288
+6,071,969
1242
$123M 0.01%
1,034,954
+324,636
1243
$123M 0.01%
5,592,928
+48,157
1244
$123M 0.01%
680,702
-76,544
1245
$123M 0.01%
1,816,629
-27,361
1246
$123M 0.01%
2,345,786
-28,373
1247
$123M 0.01%
823,429
-55,056
1248
$122M 0.01%
2,564,955
-7,218
1249
$122M 0.01%
6,780,915
+2,495,524
1250
$122M 0.01%
8,156,160
+858,870
48 49
50
51 52