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
2751
$7.76M ﹤0.01%
361,810
+42,580
2752
$7.75M ﹤0.01%
245,335
+44,455
2753
$7.75M ﹤0.01%
459,658
+19,432
2754
$7.74M ﹤0.01%
+602,545
2755
$7.74M ﹤0.01%
105,317
+57,004
2756
$7.73M ﹤0.01%
243,266
+35,672
2757
$7.73M ﹤0.01%
194,865
-61,021
2758
$7.73M ﹤0.01%
1,064,627
+56,602
2759
$7.72M ﹤0.01%
185,798
-255
2760
$7.72M ﹤0.01%
145,385
+2,034
2761
$7.72M ﹤0.01%
170,404
+136,432
2762
$7.71M ﹤0.01%
289,910
+199,712
2763
$7.71M ﹤0.01%
700,470
-130,751
2764
$7.71M ﹤0.01%
93,290
+35,336
2765
$7.7M ﹤0.01%
1,085,096
+85,635
2766
$7.7M ﹤0.01%
734,419
-598,543
2767
$7.68M ﹤0.01%
284,144
+65,768
2768
$7.68M ﹤0.01%
200,243
+13,590
2769
$7.68M ﹤0.01%
123,898
+75,166
2770
$7.66M ﹤0.01%
196,620
+45,381
2771
$7.66M ﹤0.01%
131,557
+24,608
2772
$7.65M ﹤0.01%
545,680
-8,917
2773
$7.62M ﹤0.01%
573,483
-101,640
2774
$7.62M ﹤0.01%
434,272
+409,257
2775
$7.62M ﹤0.01%
247,815
+65,802
109 110
111
112 113