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
$647B
AUM Growth
+$130B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,355
New
Increased
Reduced
Closed

Top Buys

1 +$4.4B
2 +$2.57B
3 +$2.22B
4
MSFT icon
Microsoft
MSFT
+$1.91B
5
SNOW icon
Snowflake
SNOW
+$1.44B

Top Sells

1 +$2.02B
2 +$1.34B
3 +$972M
4
OKTA icon
Okta
OKTA
+$846M
5
TWLO icon
Twilio
TWLO
+$750M

Sector Composition

1 Technology 18.99%
2 Healthcare 9.85%
3 Consumer Discretionary 9.52%
4 Communication Services 9.5%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$9.62M ﹤0.01%
766,045
+558,406
2527
$9.62M ﹤0.01%
272,391
+44,714
2528
$9.61M ﹤0.01%
516,612
+506,239
2529
$9.61M ﹤0.01%
104,213
-27,403
2530
$9.6M ﹤0.01%
1,352,440
+301,843
2531
$9.59M ﹤0.01%
135,806
-79,039
2532
$9.59M ﹤0.01%
1,836,748
-192,811
2533
$9.57M ﹤0.01%
294,592
-147,736
2534
$9.57M ﹤0.01%
532,055
-204,496
2535
$9.54M ﹤0.01%
109,945
+20,665
2536
$9.54M ﹤0.01%
1,153,175
+977,659
2537
$9.53M ﹤0.01%
177,430
+54,658
2538
$9.52M ﹤0.01%
1,376,114
+404,686
2539
$9.5M ﹤0.01%
746,993
+436,590
2540
$9.5M ﹤0.01%
340,411
-248,709
2541
$9.5M ﹤0.01%
239,462
+170,711
2542
$9.49M ﹤0.01%
998,653
+383,670
2543
$9.47M ﹤0.01%
198,141
+94,393
2544
$9.47M ﹤0.01%
215,758
-22,679
2545
$9.43M ﹤0.01%
190,353
+65,185
2546
$9.42M ﹤0.01%
178,348
-241,563
2547
$9.42M ﹤0.01%
78,788
+12,639
2548
$9.39M ﹤0.01%
133,889
-10,422
2549
$9.39M ﹤0.01%
585,936
+440,360
2550
$9.39M ﹤0.01%
251,752
+43,443