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
2801
$7.44M ﹤0.01%
81,661
+21,500
2802
$7.44M ﹤0.01%
622,349
+606,233
2803
$7.44M ﹤0.01%
107,215
+72,876
2804
$7.43M ﹤0.01%
137,266
+42,470
2805
$7.42M ﹤0.01%
205,176
+129,473
2806
$7.42M ﹤0.01%
619,867
+116,807
2807
$7.4M ﹤0.01%
160,432
+104,371
2808
$7.39M ﹤0.01%
211,985
+153,029
2809
$7.39M ﹤0.01%
724,679
-361,915
2810
$7.37M ﹤0.01%
253,686
+106,265
2811
$7.37M ﹤0.01%
420,321
+150,002
2812
$7.37M ﹤0.01%
608,712
-1,902,653
2813
$7.35M ﹤0.01%
262,375
+30,950
2814
$7.33M ﹤0.01%
205,426
+103,213
2815
$7.33M ﹤0.01%
25,565
+11,945
2816
$7.33M ﹤0.01%
751,625
+358,980
2817
$7.31M ﹤0.01%
118,389
+6,997
2818
$7.29M ﹤0.01%
1,015,095
+671,673
2819
$7.27M ﹤0.01%
186,577
-99,470
2820
$7.26M ﹤0.01%
633,753
-804,787
2821
$7.26M ﹤0.01%
1,669,365
+1,453,035
2822
$7.26M ﹤0.01%
256,104
-69,836
2823
$7.26M ﹤0.01%
511,664
-10,082
2824
$7.26M ﹤0.01%
64,860
+42,827
2825
$7.24M ﹤0.01%
192,207
-14,521
111 112
113
114 115