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
5826
$150K ﹤0.01%
2,468
+30
5827
$149K ﹤0.01%
7,554
-106,269
5828
$149K ﹤0.01%
49,117
+2,683
5829
$149K ﹤0.01%
16,556
-1
5830
$149K ﹤0.01%
5,910
-1,385
5831
$148K ﹤0.01%
11,753
+4,485
5832
$148K ﹤0.01%
14,859
-15,890
5833
$148K ﹤0.01%
10,114
-2,268
5834
$148K ﹤0.01%
32,725
+11,150
5835
$148K ﹤0.01%
21,629
+1,081
5836
$148K ﹤0.01%
5
+1
5837
$148K ﹤0.01%
2,543
-849
5838
$147K ﹤0.01%
10,200
-225
5839
$147K ﹤0.01%
18,044
+17,587
5840
$147K ﹤0.01%
93,973
+93,964
5841
$147K ﹤0.01%
21,941
-10,813
5842
$147K ﹤0.01%
14,817
5843
$147K ﹤0.01%
198,947
+16,815
5844
$146K ﹤0.01%
14,346
-618
5845
$146K ﹤0.01%
3,225
-62
5846
$146K ﹤0.01%
2,210
-1,008
5847
$146K ﹤0.01%
58,822
-45,160
5848
$146K ﹤0.01%
14,817
5849
$146K ﹤0.01%
14,817
5850
$146K ﹤0.01%
99,231
+98,196
232 233
234
235 236