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
2726
$7.97M ﹤0.01%
955,772
+163,661
2727
$7.96M ﹤0.01%
207,701
-59,878
2728
$7.96M ﹤0.01%
184,537
+43,897
2729
$7.95M ﹤0.01%
259,350
-35,554
2730
$7.94M ﹤0.01%
160,564
-57,539
2731
$7.93M ﹤0.01%
278,884
-170,768
2732
$7.93M ﹤0.01%
132,516
+1,569
2733
$7.92M ﹤0.01%
886,491
-760,476
2734
$7.92M ﹤0.01%
321,984
-33,352
2735
$7.92M ﹤0.01%
185,504
+113,970
2736
$7.89M ﹤0.01%
129,566
+89,138
2737
$7.88M ﹤0.01%
94,890
-17,490
2738
$7.88M ﹤0.01%
30,912
+3,955
2739
$7.88M ﹤0.01%
305,014
+100,351
2740
$7.85M ﹤0.01%
1,212,015
+586,334
2741
$7.85M ﹤0.01%
633,744
-317,459
2742
$7.85M ﹤0.01%
197,952
-346,160
2743
$7.85M ﹤0.01%
289,665
+65,651
2744
$7.83M ﹤0.01%
218,217
+141,885
2745
$7.82M ﹤0.01%
470,692
+129,151
2746
$7.81M ﹤0.01%
183,195
+10,603
2747
$7.79M ﹤0.01%
923,549
+59,099
2748
$7.77M ﹤0.01%
150,559
-1,944
2749
$7.77M ﹤0.01%
668,468
+167,047
2750
$7.77M ﹤0.01%
217,103
+27,771
108 109
110
111 112