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
6951
$10K ﹤0.01%
330
6952
$10K ﹤0.01%
118
-2,715
6953
$10K ﹤0.01%
362
6954
$10K ﹤0.01%
22,000
-1,003
6955
$10K ﹤0.01%
5,344
-2,683
6956
$10K ﹤0.01%
1,265
-2
6957
$10K ﹤0.01%
1,020
-70
6958
$10K ﹤0.01%
290
+288
6959
$10K ﹤0.01%
4,000
+1,200
6960
$10K ﹤0.01%
1,041
6961
$10K ﹤0.01%
8,020
-12
6962
$10K ﹤0.01%
1,000
6963
$10K ﹤0.01%
835
-395
6964
$10K ﹤0.01%
1,000
6965
$10K ﹤0.01%
1,000
-1,077
6966
$10K ﹤0.01%
400
6967
$10K ﹤0.01%
487
6968
$10K ﹤0.01%
6,503
6969
$9K ﹤0.01%
4,737
6970
$9K ﹤0.01%
648
-790
6971
$9K ﹤0.01%
374
6972
$9K ﹤0.01%
1,500
-2
6973
$9K ﹤0.01%
195
6974
$9K ﹤0.01%
10,531
+1,420
6975
$9K ﹤0.01%
5,768
+2,982
277 278
279
280 281