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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
1376
$104M 0.01%
3,670,485
-487,836
1377
$104M 0.01%
2,330,054
+490,672
1378
$104M 0.01%
3,077,586
-195,249
1379
$103M 0.01%
2,146,319
+7,097
1380
$103M 0.01%
5,389,779
+1,738,400
1381
$103M 0.01%
1,186,990
+385,742
1382
$103M 0.01%
9,277,008
+22,623
1383
$103M 0.01%
990,873
+642,179
1384
$103M 0.01%
3,987,579
+1,351,616
1385
$103M 0.01%
1,392,333
+214,524
1386
$103M 0.01%
686,524
+104,388
1387
$103M 0.01%
699,363
+180,894
1388
$102M 0.01%
1,395,825
-28,942
1389
$102M 0.01%
790,443
+338,607
1390
$102M 0.01%
10,048,048
+155,232
1391
$102M 0.01%
1,586,392
-297,638
1392
$102M 0.01%
690,601
-76,774
1393
$102M 0.01%
8,916,923
+681,819
1394
$102M 0.01%
5,813,935
+1,069,381
1395
$102M 0.01%
2,391,355
+242,032
1396
$102M 0.01%
2,631,343
+9,017
1397
$101M 0.01%
973,660
+37,500
1398
$101M 0.01%
5,966,838
+1,362,357
1399
$101M 0.01%
2,798,122
+301,008
1400
$101M 0.01%
2,235,531
+585,882
54 55
56
57 58