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
2826
$7.23M ﹤0.01%
512,214
+90,194
2827
$7.22M ﹤0.01%
1,268,276
+217,854
2828
$7.21M ﹤0.01%
282,155
+117,965
2829
$7.2M ﹤0.01%
349,889
+2,914
2830
$7.19M ﹤0.01%
93,870
+34,454
2831
$7.19M ﹤0.01%
173,925
-33,342
2832
$7.18M ﹤0.01%
88,033
+8,415
2833
$7.18M ﹤0.01%
79,129
+12,118
2834
$7.18M ﹤0.01%
154,026
+16,333
2835
$7.17M ﹤0.01%
448,990
+146,430
2836
$7.15M ﹤0.01%
184,630
+36,599
2837
$7.15M ﹤0.01%
134,217
-35,355
2838
$7.12M ﹤0.01%
320,248
+203,603
2839
$7.12M ﹤0.01%
286,567
+265,931
2840
$7.12M ﹤0.01%
279,246
+41,239
2841
$7.11M ﹤0.01%
2,080,137
+691,695
2842
$7.11M ﹤0.01%
73,762
+41,698
2843
$7.09M ﹤0.01%
172,518
+75,444
2844
$7.09M ﹤0.01%
65,388
+60,096
2845
$7.08M ﹤0.01%
98,327
+50,302
2846
$7.08M ﹤0.01%
333,863
+70,756
2847
$7.07M ﹤0.01%
296,602
-179,694
2848
$7.06M ﹤0.01%
183,821
+127,794
2849
$7.06M ﹤0.01%
67,243
+40,081
2850
$7.05M ﹤0.01%
96,093
+15,615
112 113
114
115 116