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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
1401
$101M 0.01%
1,177,546
+100,922
1402
$101M 0.01%
2,090,111
+35,200
1403
$101M 0.01%
1,769,653
-7,223
1404
$101M 0.01%
5,117,852
-40,330
1405
$101M 0.01%
2,764,478
+523,269
1406
$100M 0.01%
4,289,251
-1,607,300
1407
$100M 0.01%
788,210
+17,241
1408
$100M 0.01%
1,451,198
-728,266
1409
$99.7M 0.01%
468,271
-60,670
1410
$99.6M 0.01%
2,268,674
-762,756
1411
$99.3M 0.01%
753,382
-50,093
1412
$98.8M 0.01%
1,125,206
+121,572
1413
$98.7M 0.01%
688,061
+195,322
1414
$98.6M 0.01%
1,186,978
-427,115
1415
$98.6M 0.01%
312,118
-162,059
1416
$98.4M 0.01%
1,717,974
-49,546
1417
$98.2M 0.01%
1,652,018
+158,671
1418
$98M 0.01%
3,729,117
+481,423
1419
$97.9M 0.01%
1,245,707
+174,348
1420
$97.8M 0.01%
1,205,975
-545,142
1421
$97.7M 0.01%
901,789
+86,981
1422
$97.7M 0.01%
975,345
-159,960
1423
$97.6M 0.01%
6,070,242
+2,061,443
1424
$97.6M 0.01%
2,723,449
+1,153,844
1425
$97.4M 0.01%
1,038,592
+276,882
55 56
57
58 59