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
2851
$7.05M ﹤0.01%
549,947
-11,443
2852
$7.05M ﹤0.01%
133,295
+28,935
2853
$7.04M ﹤0.01%
319,918
+126,682
2854
$7.04M ﹤0.01%
534,787
+347,174
2855
$7.04M ﹤0.01%
638,492
-141,248
2856
$7.04M ﹤0.01%
126,891
+22,965
2857
$7.04M ﹤0.01%
166,310
+10,306
2858
$7.04M ﹤0.01%
79,548
+23,890
2859
$7.03M ﹤0.01%
141,290
+130,680
2860
$7.02M ﹤0.01%
109,675
+56,089
2861
$7.02M ﹤0.01%
208,397
+93,741
2862
$7M ﹤0.01%
178,443
+134,939
2863
$7M ﹤0.01%
96,769
-72,246
2864
$6.99M ﹤0.01%
179,723
+22,264
2865
$6.99M ﹤0.01%
46,035
+21,580
2866
$6.97M ﹤0.01%
235,421
-70,456
2867
$6.97M ﹤0.01%
180,041
-12,079
2868
$6.97M ﹤0.01%
474,827
+343,619
2869
$6.96M ﹤0.01%
122,977
+23,931
2870
$6.96M ﹤0.01%
165,445
+142,332
2871
$6.94M ﹤0.01%
61,592
+50,402
2872
$6.93M ﹤0.01%
431,148
-9,916
2873
$6.93M ﹤0.01%
587,874
+524,261
2874
$6.92M ﹤0.01%
451,201
+201,332
2875
$6.91M ﹤0.01%
252,869
+187,466
113 114
115
116 117