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
3101
$5.58M ﹤0.01%
2,830,745
+6,355
3102
$5.57M ﹤0.01%
466,714
+119,895
3103
$5.57M ﹤0.01%
50,326
+3,912
3104
$5.57M ﹤0.01%
282,755
+42,511
3105
$5.56M ﹤0.01%
172,750
+97,477
3106
$5.54M ﹤0.01%
628,442
-561,163
3107
$5.54M ﹤0.01%
361,261
+196,655
3108
$5.54M ﹤0.01%
157,725
-4,137
3109
$5.53M ﹤0.01%
181,440
+73,044
3110
$5.53M ﹤0.01%
497,255
-27,543
3111
$5.52M ﹤0.01%
45,892
+9,565
3112
$5.52M ﹤0.01%
369,221
+45,730
3113
$5.51M ﹤0.01%
77,137
+13,527
3114
$5.5M ﹤0.01%
270,389
-4,104
3115
$5.5M ﹤0.01%
509,462
-49,094
3116
$5.5M ﹤0.01%
211,646
+61,713
3117
$5.5M ﹤0.01%
282,779
+1,790
3118
$5.49M ﹤0.01%
320,382
+15,332
3119
$5.49M ﹤0.01%
130,018
+9,306
3120
$5.49M ﹤0.01%
120,428
+28,215
3121
$5.49M ﹤0.01%
360,939
+66,428
3122
$5.47M ﹤0.01%
378,378
-751,198
3123
$5.47M ﹤0.01%
59,427
+13,076
3124
$5.47M ﹤0.01%
44,562
+27,263
3125
$5.46M ﹤0.01%
150,237
+94,190