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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
1476
$91.7M 0.01%
1,368,173
+149,865
1477
$91.7M 0.01%
3,403,136
-379,572
1478
$91.7M 0.01%
7,160,626
+1,803,293
1479
$91M 0.01%
7,844,881
+92,888
1480
$91M 0.01%
1,785,518
+226,802
1481
$91M 0.01%
2,647,190
+1,443,255
1482
$90.7M 0.01%
877,503
-20,730
1483
$90.6M 0.01%
1,397,859
+886,479
1484
$90.5M 0.01%
1,903,486
-97,484
1485
$90.4M 0.01%
346,426
+12,471
1486
$90.4M 0.01%
889,395
+382,146
1487
$90.3M 0.01%
1,070,857
-1,023,433
1488
$90.3M 0.01%
4,770,288
+2,035,761
1489
$90.3M 0.01%
460,569
+72,183
1490
$90.3M 0.01%
5,033,895
+265,020
1491
$90.1M 0.01%
3,708,370
-561,141
1492
$90M 0.01%
146,469
+44,655
1493
$90M 0.01%
1,045,534
+754,104
1494
$89.7M 0.01%
1,989,381
+163,486
1495
$89.7M 0.01%
541,062
+131,140
1496
$89.6M 0.01%
1,331,985
-97,006
1497
$89.5M 0.01%
758,780
+157,665
1498
$89.5M 0.01%
905,464
-208,014
1499
$89.4M 0.01%
3,895,823
+90,734
1500
$89.4M 0.01%
1,503,798
-176,354
58 59
60
61 62