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
2551
$9.38M ﹤0.01%
105,482
-37
2552
$9.38M ﹤0.01%
1,068,480
-2,002,966
2553
$9.38M ﹤0.01%
687,648
+147,258
2554
$9.38M ﹤0.01%
1,143,794
+15,132
2555
$9.37M ﹤0.01%
103,739
+52,118
2556
$9.36M ﹤0.01%
267,699
-15,270
2557
$9.35M ﹤0.01%
107,198
-92,767
2558
$9.35M ﹤0.01%
129,311
+66,164
2559
$9.35M ﹤0.01%
121,210
+74,969
2560
$9.33M ﹤0.01%
671,452
-45,002
2561
$9.29M ﹤0.01%
192,744
-339,833
2562
$9.29M ﹤0.01%
215,043
-91,061
2563
$9.29M ﹤0.01%
325,765
+9,993
2564
$9.29M ﹤0.01%
170,550
+30,857
2565
$9.28M ﹤0.01%
320,239
-26,233
2566
$9.28M ﹤0.01%
276,667
+221,849
2567
$9.28M ﹤0.01%
835,363
+309,524
2568
$9.28M ﹤0.01%
182,324
+127,268
2569
$9.28M ﹤0.01%
19,527
+18,626
2570
$9.27M ﹤0.01%
728,303
+5,590
2571
$9.26M ﹤0.01%
243,255
+58,622
2572
$9.26M ﹤0.01%
121,649
-26,295
2573
$9.26M ﹤0.01%
117,198
+12,419
2574
$9.23M ﹤0.01%
128,741
+60,429
2575
$9.22M ﹤0.01%
2,220,754
+2,188,468
101 102
103
104 105