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
2951
$6.45M ﹤0.01%
345,676
+101,276
2952
$6.44M ﹤0.01%
198,815
-96,378
2953
$6.44M ﹤0.01%
479,158
+153,033
2954
$6.43M ﹤0.01%
107,189
-82,219
2955
$6.42M ﹤0.01%
233,284
+113,394
2956
$6.42M ﹤0.01%
184,718
+91,704
2957
$6.42M ﹤0.01%
384,023
-67,070
2958
$6.42M ﹤0.01%
194,836
-220,814
2959
$6.42M ﹤0.01%
403,192
+34,749
2960
$6.41M ﹤0.01%
809,491
+11,138
2961
$6.4M ﹤0.01%
95,485
+37,994
2962
$6.39M ﹤0.01%
524,505
-3,095,053
2963
$6.39M ﹤0.01%
48,807
+17,386
2964
$6.38M ﹤0.01%
139,401
+101,655
2965
$6.38M ﹤0.01%
807,701
-71,585
2966
$6.37M ﹤0.01%
210,283
+57,234
2967
$6.37M ﹤0.01%
772,978
+607,780
2968
$6.37M ﹤0.01%
132,498
-1,021,293
2969
$6.37M ﹤0.01%
45,053
-7,386
2970
$6.36M ﹤0.01%
166,149
+32,729
2971
$6.35M ﹤0.01%
382,866
+316,038
2972
$6.35M ﹤0.01%
798,720
+200,192
2973
$6.35M ﹤0.01%
142,034
+70,702
2974
$6.34M ﹤0.01%
138,370
+5,343
2975
$6.34M ﹤0.01%
717,976
+648,930
117 118
119
120 121