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
2601
$9.01M ﹤0.01%
240,092
+111,535
2602
$9.01M ﹤0.01%
113,781
+81,417
2603
$8.97M ﹤0.01%
77,209
+6,973
2604
$8.97M ﹤0.01%
433,146
+14,402
2605
$8.97M ﹤0.01%
458,801
+125,570
2606
$8.96M ﹤0.01%
222,293
+16,413
2607
$8.96M ﹤0.01%
261,733
+185,680
2608
$8.95M ﹤0.01%
166,514
+9,309
2609
$8.95M ﹤0.01%
359,781
+233,200
2610
$8.94M ﹤0.01%
160,968
+32,627
2611
$8.94M ﹤0.01%
640,734
-889,904
2612
$8.92M ﹤0.01%
189,236
+27,483
2613
$8.92M ﹤0.01%
83,588
-83,104
2614
$8.92M ﹤0.01%
1,094,730
+688,918
2615
$8.91M ﹤0.01%
385,159
+287,561
2616
$8.91M ﹤0.01%
1,017,998
-2,881,062
2617
$8.9M ﹤0.01%
203,284
+100,021
2618
$8.88M ﹤0.01%
111,365
+8,108
2619
$8.88M ﹤0.01%
261,037
+10,469
2620
$8.88M ﹤0.01%
136,387
+1,658
2621
$8.86M ﹤0.01%
333,980
+316,879
2622
$8.86M ﹤0.01%
141,708
+18,979
2623
$8.86M ﹤0.01%
87,103
+76,035
2624
$8.85M ﹤0.01%
1,282,836
+90,792
2625
$8.84M ﹤0.01%
171,782
+48,966
103 104
105
106 107