Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734B
AUM Growth
-$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,274
New
Increased
Reduced
Closed

Top Sells

1 +$528M
2 +$469M
3 +$461M
4
ZM icon
Zoom
ZM
+$431M
5
VEEV icon
Veeva Systems
VEEV
+$375M

Sector Composition

1 Technology 17.72%
2 Healthcare 11.34%
3 Financials 9.39%
4 Consumer Discretionary 8.3%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6851
$9K ﹤0.01%
261
-239
6852
$9K ﹤0.01%
301
+281
6853
$9K ﹤0.01%
8,217
6854
$9K ﹤0.01%
783
-1,294
6855
$9K ﹤0.01%
148,939
6856
$9K ﹤0.01%
2,330
+3
6857
$9K ﹤0.01%
+113
6858
$9K ﹤0.01%
156
-1,244
6859
0
6860
$9K ﹤0.01%
434
-200
6861
$9K ﹤0.01%
467
6862
$9K ﹤0.01%
2,500
6863
$9K ﹤0.01%
676
-13
6864
$9K ﹤0.01%
936
+229
6865
$9K ﹤0.01%
6,894
6866
$9K ﹤0.01%
937
-4,800
6867
$9K ﹤0.01%
900
6868
$9K ﹤0.01%
1,808
6869
$9K ﹤0.01%
4,477
-1,183
6870
$9K ﹤0.01%
843
-349
6871
$9K ﹤0.01%
969
-291
6872
$8K ﹤0.01%
2,521
+21
6873
$8K ﹤0.01%
692
+664
6874
$8K ﹤0.01%
1,500
6875
$8K ﹤0.01%
54