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
5776
$169K ﹤0.01%
187,885
5777
$168K ﹤0.01%
12,863
+548
5778
$167K ﹤0.01%
18,505
+11,655
5779
$167K ﹤0.01%
31,020
-1,387
5780
$166K ﹤0.01%
3,430
+2,418
5781
$166K ﹤0.01%
54,264
-12,852
5782
$166K ﹤0.01%
51,763
-24,166
5783
$166K ﹤0.01%
14,097
-8,113
5784
$165K ﹤0.01%
5,764
-277
5785
$164K ﹤0.01%
50,447
+45,331
5786
$162K ﹤0.01%
8,455
+500
5787
$161K ﹤0.01%
13,563
+13,160
5788
$161K ﹤0.01%
6,012
-700
5789
$161K ﹤0.01%
2,194
+1,987
5790
$161K ﹤0.01%
9,827
+2,194
5791
$160K ﹤0.01%
7,098
+3,211
5792
$159K ﹤0.01%
17,665
-4,563
5793
$159K ﹤0.01%
1,287
+56
5794
$159K ﹤0.01%
25,025
+8,817
5795
$159K ﹤0.01%
12
-6
5796
$159K ﹤0.01%
9,085
+2,000
5797
$158K ﹤0.01%
4,045
+885
5798
$158K ﹤0.01%
1,295
+581
5799
$158K ﹤0.01%
14,196
-970
5800
$157K ﹤0.01%
196,336
-87,382
230 231
232
233 234