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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
6351
$53K ﹤0.01%
5,848
-135,331
6352
$52K ﹤0.01%
14,371
-2,254
6353
$52K ﹤0.01%
587
-482
6354
$52K ﹤0.01%
61,424
+137
6355
$52K ﹤0.01%
1,635
+927
6356
$52K ﹤0.01%
668
+264
6357
$52K ﹤0.01%
1,032
+709
6358
$52K ﹤0.01%
+2,000
6359
$52K ﹤0.01%
1,750
6360
$52K ﹤0.01%
10,637
+3,905
6361
$52K ﹤0.01%
2,518
-108
6362
$51K ﹤0.01%
4,279
+3,522
6363
$51K ﹤0.01%
47,994
-52,928
6364
$51K ﹤0.01%
3,334
-10,049
6365
$51K ﹤0.01%
1,931
-2,611
6366
$51K ﹤0.01%
5,549
-6,577
6367
$51K ﹤0.01%
1,631
6368
$51K ﹤0.01%
2,297
6369
$51K ﹤0.01%
16,577
+9,349
6370
$51K ﹤0.01%
3,900
+460
6371
$51K ﹤0.01%
4,913
-39,762
6372
$51K ﹤0.01%
2,860
-911
6373
$50K ﹤0.01%
60
-1
6374
$50K ﹤0.01%
471
-290
6375
$50K ﹤0.01%
6,847
-1,172
253 254
255
256 257