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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
1326
$110M 0.01%
659,582
+79,555
1327
$109M 0.01%
966,842
+7,290
1328
$109M 0.01%
873,254
+11,494
1329
$109M 0.01%
613,971
-51,552
1330
$109M 0.01%
1,195,813
+133,623
1331
$109M 0.01%
2,064,487
-340,041
1332
$109M 0.01%
992,566
-17,421
1333
$109M 0.01%
2,375,952
+1,095,616
1334
$109M 0.01%
1,153,034
-11,231
1335
$109M 0.01%
984,604
+15,925
1336
$109M 0.01%
3,115,473
-638,225
1337
$109M 0.01%
1,052,241
-18,285
1338
$109M 0.01%
3,228,717
-814,733
1339
$108M 0.01%
9,651,297
+2,092,707
1340
$108M 0.01%
713,433
-73,323
1341
$108M 0.01%
1,343,005
+21,313
1342
$108M 0.01%
7,489,989
+264,637
1343
$108M 0.01%
1,739,860
+335,293
1344
$108M 0.01%
2,750,036
+565,585
1345
$108M 0.01%
2,515,209
-184,986
1346
$108M 0.01%
572,202
-56,461
1347
$107M 0.01%
+2,071,062
1348
$107M 0.01%
2,033,346
+119,036
1349
$107M 0.01%
2,017,277
+147,270
1350
$107M 0.01%
5,878,252
+1,486,700
52 53
54
55 56