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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
7551
$0 ﹤0.01%
250
7552
– –
-2,985
7553
$0 ﹤0.01%
31
7554
$0 ﹤0.01%
400
7555
$0 ﹤0.01%
1
7556
– –
-37
7557
$0 ﹤0.01%
489
-800
7558
$0 ﹤0.01%
90
7559
– –
-63
7560
– –
-46,651
7561
$0 ﹤0.01%
1,300
7562
$0 ﹤0.01%
+22
7563
– –
-5,702
7564
– –
-1,700
7565
– –
-9,554
7566
– –
-3,399
7567
– –
-28,915
7568
– –
-228,050
7569
– –
-365,893
7570
– –
-1,108,282
7571
– –
-680,582
7572
– –
-759,552
7573
– –
-2,502
7574
– –
-100
7575
– –
-621,945
301 302
303
304 305