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
6926
– –
0
6927
$11K ﹤0.01%
630
6928
$11K ﹤0.01%
769
6929
$11K ﹤0.01%
757
-13
6930
$11K ﹤0.01%
443
-2,109
6931
$11K ﹤0.01%
1,586
+569
6932
$11K ﹤0.01%
250
6933
$11K ﹤0.01%
1,648
+139
6934
$11K ﹤0.01%
80
6935
$11K ﹤0.01%
12,351
-66,379
6936
$11K ﹤0.01%
10,316
6937
$11K ﹤0.01%
3,567
+2,821
6938
$11K ﹤0.01%
+37
6939
$11K ﹤0.01%
1,101
-1,000
6940
$11K ﹤0.01%
396
-3,996
6941
$10K ﹤0.01%
4,580
-320
6942
$10K ﹤0.01%
+411
6943
$10K ﹤0.01%
200
6944
$10K ﹤0.01%
300
6945
$10K ﹤0.01%
39,626
-571
6946
$10K ﹤0.01%
511
+429
6947
$10K ﹤0.01%
1
6948
$10K ﹤0.01%
341
-226
6949
$10K ﹤0.01%
1,000
6950
$10K ﹤0.01%
644
-10,873
276 277
278
279 280