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
3026
$6M ﹤0.01%
709,616
+489,659
3027
$5.99M ﹤0.01%
186,636
+18,968
3028
$5.96M ﹤0.01%
232,142
+84,687
3029
$5.96M ﹤0.01%
164,437
+163,627
3030
$5.95M ﹤0.01%
128,325
-49,766
3031
$5.95M ﹤0.01%
81,543
+35,637
3032
$5.95M ﹤0.01%
254,191
+136,816
3033
$5.94M ﹤0.01%
299,457
-15,523
3034
$5.93M ﹤0.01%
238,174
+15,850
3035
$5.93M ﹤0.01%
38,332
+18,247
3036
$5.92M ﹤0.01%
294,752
-28,857
3037
$5.9M ﹤0.01%
440,914
+103,173
3038
$5.9M ﹤0.01%
292,417
+271,477
3039
$5.89M ﹤0.01%
589,551
+112,529
3040
$5.88M ﹤0.01%
76,072
-14
3041
$5.87M ﹤0.01%
81,967
+68,266
3042
$5.87M ﹤0.01%
42,344
+10,644
3043
$5.87M ﹤0.01%
662,447
+468,565
3044
$5.86M ﹤0.01%
2,536,813
+409,325
3045
$5.86M ﹤0.01%
64,971
+9,549
3046
$5.86M ﹤0.01%
116,196
-2,145
3047
$5.85M ﹤0.01%
732,062
+50,223
3048
$5.85M ﹤0.01%
206,442
-25,134
3049
$5.84M ﹤0.01%
138,418
-44,294
3050
$5.84M ﹤0.01%
76,393
-2,985