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
6401
$47K ﹤0.01%
1,958
+1,013
6402
$47K ﹤0.01%
2,000
6403
$47K ﹤0.01%
2,807
+617
6404
$47K ﹤0.01%
+265
6405
$47K ﹤0.01%
2,375
-692
6406
$47K ﹤0.01%
3,465
-15,053
6407
$47K ﹤0.01%
3,337
-534
6408
$47K ﹤0.01%
9,822
+14
6409
$46K ﹤0.01%
2,036
+36
6410
$46K ﹤0.01%
18,671
+10,180
6411
$46K ﹤0.01%
44,160
-1,518
6412
$46K ﹤0.01%
5,109
6413
$46K ﹤0.01%
4,647
-1,000
6414
$46K ﹤0.01%
11,029
-11,812
6415
$46K ﹤0.01%
15,592
-6,426
6416
$46K ﹤0.01%
4,583
-17,936
6417
$46K ﹤0.01%
+21,869
6418
$46K ﹤0.01%
890
+799
6419
$46K ﹤0.01%
8,650
-11,422
6420
$45K ﹤0.01%
3,248
+2,626
6421
$45K ﹤0.01%
26,383
-1,246
6422
– –
0
6423
$45K ﹤0.01%
3,352
+951
6424
$45K ﹤0.01%
20,871
+1,801
6425
$45K ﹤0.01%
7,991
-108
255 256
257
258 259