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
2001
$25.9M ﹤0.01%
1,114,642
-26,802
2002
$25.9M ﹤0.01%
655,808
+28,119
2003
$25.9M ﹤0.01%
357,330
+108,249
2004
$25.9M ﹤0.01%
828,568
+569,511
2005
$25.8M ﹤0.01%
656,869
+324,319
2006
$25.8M ﹤0.01%
394,442
+65,194
2007
$25.8M ﹤0.01%
1,351,532
+495,675
2008
$25.7M ﹤0.01%
1,543,316
+1,499,676
2009
$25.7M ﹤0.01%
479,241
-133,447
2010
$25.7M ﹤0.01%
2,420,202
-1,121,227
2011
$25.7M ﹤0.01%
423,002
+213,914
2012
$25.7M ﹤0.01%
395,951
+234,927
2013
$25.7M ﹤0.01%
616,244
+15,737
2014
$25.6M ﹤0.01%
441,367
+231,528
2015
$25.6M ﹤0.01%
1,558,255
+68,840
2016
$25.6M ﹤0.01%
954,750
+154,710
2017
$25.6M ﹤0.01%
1,715,138
+413,530
2018
$25.6M ﹤0.01%
1,087,312
+924,957
2019
$25.5M ﹤0.01%
573,896
+461,613
2020
$25.5M ﹤0.01%
1,205,521
+195,789
2021
$25.5M ﹤0.01%
394,238
+156,893
2022
$25.4M ﹤0.01%
1,998,719
+460,772
2023
$25.4M ﹤0.01%
1,081,095
+687,029
2024
$25.3M ﹤0.01%
443,650
+11,660
2025
$25.3M ﹤0.01%
2,433,838
+1,007,997
79 80
81
82 83