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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
1301
$114M 0.01%
5,331,849
+242,068
1302
$114M 0.01%
1,584,931
+363,171
1303
$113M 0.01%
683,255
-7,699
1304
$113M 0.01%
902,568
+138,699
1305
$113M 0.01%
1,605,332
+176,282
1306
$113M 0.01%
3,089,547
+35,207
1307
$113M 0.01%
7,690,415
+70,825
1308
$113M 0.01%
1,631,457
+76,278
1309
$112M 0.01%
1,793,354
+323,716
1310
$112M 0.01%
3,052,607
+1,379,724
1311
$112M 0.01%
1,617,562
+111,502
1312
$112M 0.01%
2,634,776
+52,453
1313
$112M 0.01%
546,215
-63,743
1314
$112M 0.01%
4,373,944
+325,179
1315
$112M 0.01%
1,942,497
-382,572
1316
$111M 0.01%
1,063,827
-6,678
1317
$111M 0.01%
2,482,840
+68,587
1318
$111M 0.01%
428,589
-273,131
1319
$111M 0.01%
6,982,664
-210,437
1320
$111M 0.01%
3,196,785
+462,280
1321
$111M 0.01%
1,065,804
-97,455
1322
$111M 0.01%
24,450,612
+288,229
1323
$111M 0.01%
13,851,290
+1,221,056
1324
$111M 0.01%
8,091,729
-757,750
1325
$110M 0.01%
2,164,021
+109,960
51 52
53
54 55