Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$770B
AUM Growth
+$29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,374
New
Increased
Reduced
Closed

Top Buys

1
+$9.31B
2
+$8.69B
3
+$4.42B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.04B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.13B

Top Sells

1
+$3.31B
2
+$1.04B
3
+$722M
4
VEEV icon
Veeva Systems
VEEV
+$608M
5
SNAP icon
Snap
SNAP
+$578M

Sector Composition

1 Technology 17.83%
2 Healthcare 11.56%
3 Financials 9.35%
4 Consumer Discretionary 7.77%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5501
$296K ﹤0.01%
19,607
+3,984
5502
$296K ﹤0.01%
17,622
+9,923
5503
$296K ﹤0.01%
32,257
+22,796
5504
$296K ﹤0.01%
22,804
-44,052
5505
$296K ﹤0.01%
2,019
+631
5506
$295K ﹤0.01%
161,421
+83,767
5507
$295K ﹤0.01%
99,760
+80,769
5508
$294K ﹤0.01%
6,978
+4,463
5509
$292K ﹤0.01%
52,380
+6,212
5510
$291K ﹤0.01%
17,759
+7,919
5511
$291K ﹤0.01%
49,931
-8,906
5512
$290K ﹤0.01%
10,549
+1,794
5513
$290K ﹤0.01%
+5,403
5514
$290K ﹤0.01%
794
-342
5515
$289K ﹤0.01%
444,616
5516
$288K ﹤0.01%
13,798
+9,215
5517
$286K ﹤0.01%
14,472
+8,963
5518
$286K ﹤0.01%
3,081
+380
5519
$286K ﹤0.01%
23,225
-12,593
5520
$285K ﹤0.01%
6,977
-33
5521
$283K ﹤0.01%
15,299
+12,739
5522
$283K ﹤0.01%
99,951
+17,541
5523
$283K ﹤0.01%
173,517
-26,663
5524
$283K ﹤0.01%
21,557
+2,766
5525
– –
0
219 220
221
222 223