Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
126
$2.41B 0.15%
8,902,438
-536,400
127
$2.39B 0.14%
6,456,583
+236,327
128
$2.36B 0.14%
24,726,202
+637,348
129
$2.31B 0.14%
14,020,198
-26,111
130
$2.3B 0.14%
11,605,035
+272,354
131
$2.28B 0.14%
24,806,177
+2,047,165
132
$2.27B 0.14%
11,097,823
+318,679
133
$2.25B 0.14%
12,224,953
+566,765
134
$2.24B 0.14%
18,121,298
-1,456,462
135
$2.23B 0.14%
3,664,751
-467,017
136
$2.22B 0.13%
26,185,239
+1,351,640
137
$2.2B 0.13%
4,464,063
+2,600,089
138
$2.19B 0.13%
68,091,069
-1,203,021
139
$2.19B 0.13%
6,136,386
-3,331,026
140
$2.15B 0.13%
5,092,252
+91,784
141
$2.14B 0.13%
17,977,551
-158,323
142
$2.08B 0.13%
9,640,429
-289,397
143
$2.07B 0.13%
9,169,198
-405,142
144
$2.04B 0.12%
7,441,337
+220,412
145
$2.04B 0.12%
17,778,475
-2,880,301
146
$2.02B 0.12%
20,714,248
+450,584
147
$1.98B 0.12%
7,779,544
+34,622
148
$1.95B 0.12%
4,212,733
-332,090
149
$1.95B 0.12%
3,910,275
+247,743
150
$1.95B 0.12%
4,259,702
-116,088
4 5
6
7 8