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
2901
$6.71M ﹤0.01%
368,007
+18,612
2902
$6.71M ﹤0.01%
364,040
+299,183
2903
$6.71M ﹤0.01%
382,128
+81,344
2904
$6.7M ﹤0.01%
52,612
+11,186
2905
$6.69M ﹤0.01%
538,050
+28,598
2906
$6.68M ﹤0.01%
331,908
+235,070
2907
$6.67M ﹤0.01%
62,512
+4,834
2908
$6.67M ﹤0.01%
269,076
-6,982
2909
$6.66M ﹤0.01%
59,651
+28,161
2910
$6.66M ﹤0.01%
125,603
+3,942
2911
$6.66M ﹤0.01%
100,579
-120,305
2912
$6.66M ﹤0.01%
+154,355
2913
$6.66M ﹤0.01%
287,384
-9,060
2914
$6.66M ﹤0.01%
158,156
+67,901
2915
$6.64M ﹤0.01%
164,918
-15,473
2916
$6.64M ﹤0.01%
1,001,976
+84,623
2917
$6.64M ﹤0.01%
214,963
+184,732
2918
$6.63M ﹤0.01%
87,764
+28,450
2919
$6.61M ﹤0.01%
555,428
+290,334
2920
$6.61M ﹤0.01%
85,755
+37,548
2921
$6.6M ﹤0.01%
150,016
+79,108
2922
$6.59M ﹤0.01%
382,756
-85,389
2923
$6.59M ﹤0.01%
259,310
-509,224
2924
$6.59M ﹤0.01%
199,064
+90,957
2925
$6.59M ﹤0.01%
609,776
+315,269
115 116
117
118 119