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
6451
$41K ﹤0.01%
12,930
-802
6452
$41K ﹤0.01%
1,634
6453
$41K ﹤0.01%
73,077
+16,360
6454
$41K ﹤0.01%
1,559
-47,873
6455
$41K ﹤0.01%
4,073
-2,991
6456
$41K ﹤0.01%
36,260
-597
6457
$40K ﹤0.01%
1,264
-1,466
6458
$40K ﹤0.01%
+830
6459
$40K ﹤0.01%
84
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6460
$40K ﹤0.01%
387
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6461
$40K ﹤0.01%
2,314
-1,327
6462
$40K ﹤0.01%
1,302
-98
6463
$40K ﹤0.01%
891
-16
6464
$40K ﹤0.01%
31
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6465
$40K ﹤0.01%
4,832
-12,820
6466
$40K ﹤0.01%
4,050
6467
$40K ﹤0.01%
19,345
-8,733
6468
$39K ﹤0.01%
855
-451
6469
$39K ﹤0.01%
8,500
+3,418
6470
$39K ﹤0.01%
4,893
6471
$39K ﹤0.01%
506
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6472
$39K ﹤0.01%
967
+537
6473
$39K ﹤0.01%
333
-143
6474
$39K ﹤0.01%
+3,712
6475
$39K ﹤0.01%
279
+110
257 258
259
260 261