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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
1351
$107M 0.01%
11,345,638
-255,984
1352
$107M 0.01%
1,467,752
+139,657
1353
$107M 0.01%
335,997
+27,633
1354
$107M 0.01%
1,279,426
+688,612
1355
$107M 0.01%
4,721,079
-161,790
1356
$106M 0.01%
2,386,245
+545,316
1357
$106M 0.01%
363,642
-21,538
1358
$106M 0.01%
1,273,333
+18,618
1359
$106M 0.01%
5,225,820
-139,835
1360
$105M 0.01%
846,976
+136,608
1361
$105M 0.01%
2,277,636
+583,612
1362
$105M 0.01%
2,916,373
-251,906
1363
$105M 0.01%
2,494,317
-279,576
1364
$105M 0.01%
982,894
+17,021
1365
$105M 0.01%
3,002,895
-76,515
1366
$104M 0.01%
1,131,059
-44,615
1367
$104M 0.01%
2,316,819
-147,503
1368
$104M 0.01%
2,801,842
+215,775
1369
$104M 0.01%
1,444,683
+19,318
1370
$104M 0.01%
402,094
-11,517
1371
$104M 0.01%
2,053,934
+266,478
1372
$104M 0.01%
2,744,055
-47,237
1373
$104M 0.01%
829,701
-9,228
1374
$104M 0.01%
6,022,576
+1,905,715
1375
$104M 0.01%
2,861,951
+20,168
53 54
55
56 57