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
2676
$8.38M ﹤0.01%
53,858
+8,289
2677
$8.37M ﹤0.01%
297,809
+18,883
2678
$8.36M ﹤0.01%
247,459
+6,774
2679
$8.36M ﹤0.01%
423,369
-21,732
2680
$8.36M ﹤0.01%
267,342
+44,321
2681
$8.35M ﹤0.01%
134,504
+2,499
2682
$8.34M ﹤0.01%
2,735,532
+518,590
2683
$8.33M ﹤0.01%
146,287
+31,139
2684
$8.32M ﹤0.01%
1,980,657
+669,782
2685
$8.31M ﹤0.01%
33,851
+7,885
2686
$8.3M ﹤0.01%
306,724
-215,718
2687
$8.29M ﹤0.01%
149,094
+5,820
2688
$8.29M ﹤0.01%
47,409
+35,302
2689
$8.29M ﹤0.01%
687,991
+77,314
2690
$8.28M ﹤0.01%
512,134
-29,970
2691
$8.28M ﹤0.01%
28,158
-51,405
2692
$8.26M ﹤0.01%
182,179
-129,673
2693
$8.25M ﹤0.01%
1,037,167
+24,059
2694
$8.24M ﹤0.01%
1,312,001
+984,979
2695
$8.23M ﹤0.01%
355,297
-256,275
2696
$8.23M ﹤0.01%
122,625
+94,474
2697
$8.22M ﹤0.01%
346,335
+117,395
2698
$8.21M ﹤0.01%
140,951
-1,219
2699
$8.21M ﹤0.01%
10,242
+8,355
2700
$8.2M ﹤0.01%
262,172
+139,579
106 107
108
109 110