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
1826
$30.5M ﹤0.01%
550,197
-145,488
1827
$30.5M ﹤0.01%
293,530
+43,632
1828
$30.5M ﹤0.01%
1,342,965
+636,134
1829
$30.4M ﹤0.01%
302,511
+141,066
1830
$30.4M ﹤0.01%
816,879
-174,725
1831
$30.4M ﹤0.01%
176,945
+30,358
1832
$30.4M ﹤0.01%
388,180
-30,584
1833
$30.4M ﹤0.01%
1,911,347
+303,723
1834
$30.4M ﹤0.01%
998,072
-442,099
1835
$30.4M ﹤0.01%
670,887
-53,165
1836
$30.3M ﹤0.01%
2,830,433
-318,395
1837
$30.3M ﹤0.01%
5,346,222
+3,138,430
1838
$30.3M ﹤0.01%
1,713,763
+42,796
1839
$30.3M ﹤0.01%
3,331,998
+2,967,728
1840
$30.3M ﹤0.01%
1,271,703
-52,536
1841
$30.2M ﹤0.01%
876,324
+15,353
1842
$30.2M ﹤0.01%
738,013
+324,241
1843
$30.2M ﹤0.01%
2,704,383
+660,678
1844
$30.2M ﹤0.01%
473,442
+277,917
1845
$30.2M ﹤0.01%
1,520,519
-901,132
1846
$30.2M ﹤0.01%
999,317
+646,883
1847
$30.2M ﹤0.01%
693,028
+264,438
1848
$30M ﹤0.01%
410,026
+88,894
1849
$30M ﹤0.01%
593,618
+551,842
1850
$30M ﹤0.01%
858,983
+609,792
72 73
74
75 76