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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
6176
$77K ﹤0.01%
58,856
-4,653
6177
$77K ﹤0.01%
2,887
+1,021
6178
$77K ﹤0.01%
6,620
-993
6179
$77K ﹤0.01%
27,031
+18,373
6180
$77K ﹤0.01%
44,795
-22,044
6181
$76K ﹤0.01%
+22,939
6182
$76K ﹤0.01%
2,700
+326
6183
$76K ﹤0.01%
4,295
+3,566
6184
$75K ﹤0.01%
3,155
+2,932
6185
$75K ﹤0.01%
7,686
-11,231
6186
$75K ﹤0.01%
7,524
-2,240
6187
$75K ﹤0.01%
7,550
-1,594
6188
$75K ﹤0.01%
13,101
+1,564
6189
$75K ﹤0.01%
9,520
-45,324
6190
$74K ﹤0.01%
3,660
-11
6191
$74K ﹤0.01%
948
-6,543
6192
$74K ﹤0.01%
12,193
-125
6193
$74K ﹤0.01%
7,373
-1,500
6194
$74K ﹤0.01%
13,259
+6,645
6195
$74K ﹤0.01%
4,897
-845
6196
$74K ﹤0.01%
2,734
-362
6197
$73K ﹤0.01%
2,127
+1,040
6198
$73K ﹤0.01%
3,512
6199
$73K ﹤0.01%
+1,675
6200
$73K ﹤0.01%
65,766
-686,466
246 247
248
249 250