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
$770B
AUM Growth
+$29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,374
New
Increased
Reduced
Closed

Top Buys

1
+$8.81B
2
+$7.84B
3
+$3.76B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.72B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.9B

Top Sells

1
+$3.05B
2
+$910M
3
+$700M
4
VEEV icon
Veeva Systems
VEEV
+$654M
5
IBN icon
ICICI Bank
IBN
+$396M

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
8001
$0 ﹤0.01%
105
8002
$0 ﹤0.01%
600
8003
$0 ﹤0.01%
50
-200
8004
– –
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8005
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78
-506
8006
$0 ﹤0.01%
27
-2,182
8007
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-47
8008
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-18,858
8009
$0 ﹤0.01%
100
-332
8010
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0
8011
$0 ﹤0.01%
4
-432
8012
– –
-11,418
8013
$0 ﹤0.01%
1
8014
– –
-187
8015
– –
0
8016
– –
-1,219
8017
– –
-400
8018
$0 ﹤0.01%
27
-99
8019
– –
-200
8020
$0 ﹤0.01%
2
8021
– –
-895
8022
– –
-1,060
8023
– –
-23
8024
– –
-2,399
8025
$0 ﹤0.01%
+4
319 320
321
322 323