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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
1501
$89.3M 0.01%
930,476
+13,729
1502
$89.2M 0.01%
735,523
-92,811
1503
$88.9M 0.01%
8,614,259
+119,940
1504
$88.6M 0.01%
1,493,257
+262,539
1505
$88.6M 0.01%
4,769,035
+54,546
1506
$88.6M 0.01%
2,629,249
+54,357
1507
$88.5M 0.01%
1,127,347
+407,592
1508
$88.4M 0.01%
872,683
-119,447
1509
$88.4M 0.01%
800,147
+29,856
1510
$88.4M 0.01%
6,322,154
+1,467,305
1511
$88.3M 0.01%
4,396,120
+242,318
1512
$88.3M 0.01%
5,907,639
+1,208,929
1513
$88.2M 0.01%
10,128,424
-1,652,017
1514
$88.2M 0.01%
3,451,044
+58,237
1515
$88M 0.01%
11,410,178
+6,545,438
1516
$88M 0.01%
2,163,692
-12,447
1517
$87.8M 0.01%
3,885,271
+457,959
1518
$87.8M 0.01%
651,326
-120,928
1519
$87.8M 0.01%
1,552,212
+9,061
1520
$87.6M 0.01%
1,719,170
+620,794
1521
$87.6M 0.01%
1,321,111
+337,673
1522
$87.6M 0.01%
3,991,242
+331,429
1523
$87.6M 0.01%
500,380
-313,399
1524
$87.5M 0.01%
5,687,973
-71,650
1525
$87.4M 0.01%
2,730,165
+401,193
59 60
61
62 63