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
3051
$5.83M ﹤0.01%
77,402
+48,739
3052
$5.83M ﹤0.01%
430,209
-272,480
3053
$5.82M ﹤0.01%
230,010
+41,789
3054
$5.8M ﹤0.01%
166,885
+21,273
3055
$5.8M ﹤0.01%
87,270
+59,934
3056
$5.79M ﹤0.01%
206,660
+50,640
3057
$5.79M ﹤0.01%
76,911
+40,885
3058
$5.79M ﹤0.01%
156,050
-79,104
3059
$5.78M ﹤0.01%
232,457
+83,654
3060
$5.76M ﹤0.01%
278,026
+169,722
3061
$5.75M ﹤0.01%
228,561
-175,476
3062
$5.74M ﹤0.01%
64,224
-3,128
3063
$5.74M ﹤0.01%
100,345
+60,546
3064
$5.73M ﹤0.01%
51,587
+23,527
3065
$5.73M ﹤0.01%
79,006
+15,147
3066
$5.72M ﹤0.01%
448,884
+101,686
3067
$5.71M ﹤0.01%
282,974
-57,126
3068
$5.7M ﹤0.01%
126,831
+13,427
3069
$5.7M ﹤0.01%
128,810
+90,117
3070
$5.7M ﹤0.01%
594,947
-30,380
3071
$5.69M ﹤0.01%
140,686
+87,793
3072
$5.69M ﹤0.01%
360,467
+16,446
3073
$5.69M ﹤0.01%
1,051,188
+514,661
3074
$5.68M ﹤0.01%
141,041
-71,026
3075
$5.68M ﹤0.01%
39,181
-59,172
121 122
123
124 125