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
2876
$6.89M ﹤0.01%
184,241
+17,266
2877
$6.89M ﹤0.01%
68,354
+3,914
2878
$6.88M ﹤0.01%
108,016
+49,434
2879
$6.88M ﹤0.01%
+127,730
2880
$6.87M ﹤0.01%
659,411
+357,243
2881
$6.86M ﹤0.01%
136,800
+6,960
2882
$6.86M ﹤0.01%
42,967
+38,268
2883
$6.85M ﹤0.01%
94,535
+12,210
2884
$6.85M ﹤0.01%
133,805
+12,388
2885
$6.85M ﹤0.01%
333,575
-29,363
2886
$6.84M ﹤0.01%
58,545
+38,664
2887
$6.84M ﹤0.01%
94,871
+68,184
2888
$6.84M ﹤0.01%
142,408
+58,528
2889
$6.82M ﹤0.01%
234,373
+51,037
2890
$6.82M ﹤0.01%
164,270
-94,107
2891
$6.82M ﹤0.01%
782,017
-45,408
2892
$6.82M ﹤0.01%
103,569
-9,426
2893
$6.81M ﹤0.01%
64,839
+15,018
2894
$6.81M ﹤0.01%
544,062
+302,995
2895
$6.79M ﹤0.01%
88,094
+45,328
2896
$6.78M ﹤0.01%
281,745
+48,713
2897
$6.78M ﹤0.01%
77,234
+49,102
2898
$6.73M ﹤0.01%
585,707
+151,828
2899
$6.71M ﹤0.01%
118,128
+35,363
2900
$6.71M ﹤0.01%
148,532
+20,844
114 115
116
117 118