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
1026
$85.9M 0.01%
9,724,698
+6,552,183
1027
$85.7M 0.01%
1,042,779
+212,516
1028
$85.6M 0.01%
4,938,844
+2,416,751
1029
$85.5M 0.01%
1,498,670
+976,733
1030
$85.3M 0.01%
1,344,788
+377,145
1031
$85.2M 0.01%
3,462,070
-544,246
1032
$85M 0.01%
+2,903,077
1033
$84.8M 0.01%
225,973
+124,017
1034
$84.8M 0.01%
3,216,640
+1,018,749
1035
$84.6M 0.01%
9,774,914
+4,252,824
1036
$84.5M 0.01%
623,378
-90,741
1037
$84.2M 0.01%
14,267,905
+6,230,405
1038
$84.1M 0.01%
2,729,588
+999,848
1039
$84M 0.01%
1,167,138
-955,932
1040
$84M 0.01%
1,214,861
-489,100
1041
$84M 0.01%
+2,930,007
1042
$83.9M 0.01%
1,660,792
+1,436,317
1043
$83.4M 0.01%
12,136,569
+669,042
1044
$83.3M 0.01%
2,292,016
+1,133,936
1045
$83.2M 0.01%
745,248
+162,765
1046
$82.9M 0.01%
1,245,151
-87,616
1047
$82.4M 0.01%
67,410
+3,710
1048
$82.1M 0.01%
1,200,732
+103,694
1049
$82.1M 0.01%
3,363,184
+127,492
1050
$82M 0.01%
4,297,484
+453,885
40 41
42
43 44