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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
1426
$97.4M 0.01%
2,895,906
-675,111
1427
$97.2M 0.01%
1,084,400
+399,114
1428
$96.8M 0.01%
731,570
-212,528
1429
$96.8M 0.01%
1,267,049
-183,007
1430
$96.7M 0.01%
1,100,543
-32,510
1431
$96.7M 0.01%
777,067
+404,498
1432
$96.6M 0.01%
1,320,299
+18,865
1433
$96.4M 0.01%
1,075,795
+14,438
1434
$96.4M 0.01%
2,132,498
-19,574
1435
$96.2M 0.01%
1,665,086
-267,891
1436
$96.2M 0.01%
1,132,817
+84,912
1437
$96.2M 0.01%
3,569,073
+122,775
1438
$95.7M 0.01%
549,023
+124,216
1439
$95.5M 0.01%
518,893
+19,074
1440
$95.4M 0.01%
2,464,250
-195,555
1441
$95.4M 0.01%
1,032,515
-2,386
1442
$95.4M 0.01%
320,454
-60,816
1443
$95.3M 0.01%
2,270,400
+188,071
1444
$95.1M 0.01%
867,488
+321,141
1445
$95.1M 0.01%
2,860,349
-50,625
1446
$95.1M 0.01%
2,284,863
-469,266
1447
$95.1M 0.01%
243,542
+23,767
1448
$95M 0.01%
546,449
+27,959
1449
$94.8M 0.01%
2,238,494
-80,166
1450
$94.7M 0.01%
1,572,418
+983,659
56 57
58
59 60