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
2776
$7.62M ﹤0.01%
42,649
+24,930
2777
$7.61M ﹤0.01%
453,763
+128,511
2778
$7.61M ﹤0.01%
187,884
+119,797
2779
$7.61M ﹤0.01%
1,104,061
+390,831
2780
$7.6M ﹤0.01%
139,107
+75,422
2781
$7.57M ﹤0.01%
284
+187
2782
$7.57M ﹤0.01%
277,741
+31,417
2783
$7.57M ﹤0.01%
432,013
-13,758
2784
$7.56M ﹤0.01%
427,048
-194,755
2785
$7.55M ﹤0.01%
129,134
-238,998
2786
$7.55M ﹤0.01%
179,497
+15,922
2787
$7.54M ﹤0.01%
130,817
+129,134
2788
$7.53M ﹤0.01%
130,871
+35,847
2789
$7.53M ﹤0.01%
260,693
+122,338
2790
$7.53M ﹤0.01%
121,972
-12,113
2791
$7.52M ﹤0.01%
304,497
+247,065
2792
$7.51M ﹤0.01%
391,071
+265,587
2793
$7.51M ﹤0.01%
14,076
+8,053
2794
$7.51M ﹤0.01%
89,862
-15,013
2795
$7.47M ﹤0.01%
201,624
-377,388
2796
$7.47M ﹤0.01%
345,331
+65,398
2797
$7.47M ﹤0.01%
616,823
+56,830
2798
$7.46M ﹤0.01%
556,704
-150,738
2799
$7.45M ﹤0.01%
156,837
-13,278
2800
$7.45M ﹤0.01%
2,498,322
+487,152
110 111
112
113 114