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
6876
$13K ﹤0.01%
350
-2
6877
$13K ﹤0.01%
1,192
6878
$13K ﹤0.01%
2,000
-842
6879
$13K ﹤0.01%
5,906
-1,125
6880
$13K ﹤0.01%
19,864
-76,269
6881
$13K ﹤0.01%
600
-1
6882
$13K ﹤0.01%
1,259
-3
6883
$13K ﹤0.01%
+215
6884
$13K ﹤0.01%
420
6885
$13K ﹤0.01%
291
+289
6886
$13K ﹤0.01%
559
6887
$13K ﹤0.01%
470
6888
$13K ﹤0.01%
+1,258
6889
$13K ﹤0.01%
2,327
+1,785
6890
$13K ﹤0.01%
754
6891
$13K ﹤0.01%
+496
6892
$13K ﹤0.01%
2,154
+238
6893
$13K ﹤0.01%
1,334
6894
$13K ﹤0.01%
66
+45
6895
$13K ﹤0.01%
6,894
+4,873
6896
$13K ﹤0.01%
325
6897
$13K ﹤0.01%
4,050
+4,025
6898
$12K ﹤0.01%
1,101
+101
6899
$12K ﹤0.01%
2,500
-3,949
6900
$12K ﹤0.01%
258
-125
274 275
276
277 278