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
6701
$21K ﹤0.01%
133
-2,292
6702
$21K ﹤0.01%
2,833
-6,667
6703
$21K ﹤0.01%
2,735
+566
6704
$21K ﹤0.01%
1,651
-11,632
6705
$21K ﹤0.01%
660
+160
6706
$21K ﹤0.01%
1
-1
6707
$21K ﹤0.01%
267
6708
$21K ﹤0.01%
+696
6709
$21K ﹤0.01%
11,970
-337
6710
$21K ﹤0.01%
2,084
6711
$21K ﹤0.01%
1,324
-284
6712
$21K ﹤0.01%
1,188
6713
$21K ﹤0.01%
2,111
-3,039
6714
$21K ﹤0.01%
6,091
-487
6715
$21K ﹤0.01%
1,013
6716
$21K ﹤0.01%
6,088
-1,122
6717
$21K ﹤0.01%
+1,399
6718
$21K ﹤0.01%
10,000
6719
$21K ﹤0.01%
+2,247
6720
$21K ﹤0.01%
1,350
6721
$21K ﹤0.01%
11,596
-5,900
6722
$21K ﹤0.01%
10,708
-200
6723
$21K ﹤0.01%
780
-1,221
6724
$21K ﹤0.01%
1,900
-111
6725
$21K ﹤0.01%
8,638
-5,339
267 268
269
270 271