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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
1251
$122M 0.01%
8,318,644
-3,618,449
1252
$122M 0.01%
557,188
+109,157
1253
$121M 0.01%
566,816
+22,741
1254
$121M 0.01%
751,811
-33,229
1255
$121M 0.01%
827,175
-10,279
1256
$121M 0.01%
2,076,044
+188,237
1257
$121M 0.01%
3,472,022
+1,069,997
1258
$120M 0.01%
353,294
+84,820
1259
$120M 0.01%
13,202,584
+5,494,544
1260
$120M 0.01%
7,048,087
+1,146,050
1261
$120M 0.01%
829,841
-136,856
1262
$120M 0.01%
5,098,080
+587,321
1263
$120M 0.01%
931,835
+436,635
1264
$119M 0.01%
1,062,576
-41,861
1265
$119M 0.01%
5,092,322
-4,091,652
1266
$119M 0.01%
3,363,977
+245,402
1267
$119M 0.01%
2,354,751
+405,651
1268
$119M 0.01%
706,930
-13,824
1269
$119M 0.01%
11,483,581
+1,168,455
1270
$118M 0.01%
915,259
+18,064
1271
$118M 0.01%
1,788,052
-94,919
1272
$118M 0.01%
3,007,304
+332,856
1273
$118M 0.01%
965,338
+63,628
1274
$118M 0.01%
1,761,760
+491,890
1275
$118M 0.01%
2,316,562
+58,451
49 50
51
52 53