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
2701
$8.15M ﹤0.01%
227,562
+2,539
2702
$8.14M ﹤0.01%
201,132
-22,209
2703
$8.14M ﹤0.01%
1,829,665
+1,309,689
2704
$8.14M ﹤0.01%
624,374
-84,380
2705
$8.13M ﹤0.01%
85,304
+53,081
2706
$8.13M ﹤0.01%
563,812
+57,778
2707
$8.13M ﹤0.01%
+63,035
2708
$8.12M ﹤0.01%
1,571,028
-834,806
2709
$8.12M ﹤0.01%
294,008
+131,583
2710
$8.11M ﹤0.01%
310,896
+194,219
2711
$8.11M ﹤0.01%
196,823
+32,639
2712
$8.1M ﹤0.01%
91,939
+55,320
2713
$8.09M ﹤0.01%
154,878
+33,550
2714
$8.07M ﹤0.01%
169,627
+57,262
2715
$8.06M ﹤0.01%
260,492
+163,860
2716
$8.04M ﹤0.01%
289,669
-25,530
2717
$8.04M ﹤0.01%
20,190
-12,005
2718
$8.03M ﹤0.01%
117,960
-4,837
2719
$8.03M ﹤0.01%
1,726,909
+107,558
2720
$8.02M ﹤0.01%
446,465
+243,263
2721
$8.02M ﹤0.01%
50,882
+438
2722
$8.02M ﹤0.01%
250,071
-70,813
2723
$7.97M ﹤0.01%
274,126
+233,594
2724
$7.97M ﹤0.01%
36,752
+11,078
2725
$7.97M ﹤0.01%
244,155
-8,832
107 108
109
110 111