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
$734B
AUM Growth
-$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,274
New
Increased
Reduced
Closed

Top Sells

1 +$528M
2 +$469M
3 +$461M
4
ZM icon
Zoom
ZM
+$431M
5
VEEV icon
Veeva Systems
VEEV
+$375M

Sector Composition

1 Technology 17.72%
2 Healthcare 11.34%
3 Financials 9.39%
4 Consumer Discretionary 8.3%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$16.6M ﹤0.01%
201,442
+22,859
2402
$16.6M ﹤0.01%
400,113
+70,464
2403
$16.5M ﹤0.01%
448,891
+112,898
2404
$16.5M ﹤0.01%
1,675,453
-69,687
2405
$16.5M ﹤0.01%
120,784
-148,008
2406
$16.5M ﹤0.01%
226,314
-94,674
2407
$16.5M ﹤0.01%
4,485,966
-356,458
2408
$16.5M ﹤0.01%
480,410
-213,138
2409
$16.4M ﹤0.01%
3,165,744
+235,416
2410
$16.4M ﹤0.01%
709,400
+6,131
2411
$16.3M ﹤0.01%
400,792
+276,618
2412
$16.3M ﹤0.01%
2,021,573
+1,708,534
2413
$16.2M ﹤0.01%
1,420,234
-364,738
2414
$16.2M ﹤0.01%
661,482
+154,550
2415
$16.2M ﹤0.01%
1,077,712
-168,099
2416
$16.2M ﹤0.01%
373,519
-204,016
2417
$16.2M ﹤0.01%
514,895
-201,043
2418
$16.2M ﹤0.01%
2,101,387
+59,771
2419
$16.2M ﹤0.01%
1,601,726
-34,435
2420
$16.1M ﹤0.01%
381,402
+61,127
2421
$16.1M ﹤0.01%
632,689
-19,405
2422
$16.1M ﹤0.01%
727,439
-217,837
2423
$16.1M ﹤0.01%
763,970
+17,546
2424
$16.1M ﹤0.01%
1,299,586
-176,593
2425
$16.1M ﹤0.01%
416,171
+49,725