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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
6676
$23K ﹤0.01%
8,435
-19,636
6677
$23K ﹤0.01%
670
6678
$23K ﹤0.01%
750
6679
$23K ﹤0.01%
650
+154
6680
$23K ﹤0.01%
10,588
-4,675
6681
$23K ﹤0.01%
1,250
6682
$23K ﹤0.01%
1
6683
$23K ﹤0.01%
7,088
-2,271
6684
$23K ﹤0.01%
3,631
+166
6685
$23K ﹤0.01%
3,475
+972
6686
– –
0
6687
$22K ﹤0.01%
6,034
-573
6688
– –
-1
6689
$22K ﹤0.01%
6,467
+2,180
6690
$22K ﹤0.01%
14,118
-18,166
6691
$22K ﹤0.01%
326
+198
6692
$22K ﹤0.01%
10,264
-4,586
6693
$22K ﹤0.01%
330
-481
6694
$22K ﹤0.01%
10,052
-235
6695
$22K ﹤0.01%
+14
6696
$22K ﹤0.01%
467
6697
$22K ﹤0.01%
2,200
-2,176
6698
$22K ﹤0.01%
774
-139
6699
$22K ﹤0.01%
2,500
6700
$22K ﹤0.01%
148,939
-1,907
266 267
268
269 270