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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
6751
$20K ﹤0.01%
+2,000
6752
$20K ﹤0.01%
14,659
+7,138
6753
$20K ﹤0.01%
2,130
6754
$20K ﹤0.01%
2,000
6755
$19K ﹤0.01%
1,666
-280
6756
$19K ﹤0.01%
911
-752
6757
$19K ﹤0.01%
4,991
-9,421
6758
$19K ﹤0.01%
24
-14
6759
$19K ﹤0.01%
1,181
+800
6760
$19K ﹤0.01%
11,973
+8,448
6761
$19K ﹤0.01%
3,822
6762
$19K ﹤0.01%
13,963
+13,583
6763
$19K ﹤0.01%
1,911
+20
6764
$19K ﹤0.01%
+501
6765
$19K ﹤0.01%
794
-492
6766
$19K ﹤0.01%
592
6767
$19K ﹤0.01%
5,595
+610
6768
$19K ﹤0.01%
49,473
6769
$19K ﹤0.01%
30,950
-19,851
6770
$19K ﹤0.01%
4,353
-2,207
6771
$18K ﹤0.01%
2,895
+2,084
6772
$18K ﹤0.01%
4,939
+3,325
6773
$18K ﹤0.01%
25,000
6774
$18K ﹤0.01%
1,163
6775
$18K ﹤0.01%
4,162
+1,512
269 270
271
272 273