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
3126
$5.46M ﹤0.01%
286,279
+170,474
3127
$5.44M ﹤0.01%
2,167,047
+14,823
3128
$5.43M ﹤0.01%
3,085,942
-4,148
3129
$5.43M ﹤0.01%
203,890
+79,550
3130
$5.42M ﹤0.01%
261,917
-2,710
3131
$5.42M ﹤0.01%
183,901
-40,986
3132
$5.42M ﹤0.01%
94,780
+17,751
3133
$5.41M ﹤0.01%
130,856
+40,128
3134
$5.39M ﹤0.01%
81,954
+68,673
3135
$5.39M ﹤0.01%
76,993
+61,390
3136
$5.39M ﹤0.01%
720,413
-136,061
3137
$5.38M ﹤0.01%
652,504
-599,530
3138
$5.36M ﹤0.01%
105,081
+638
3139
$5.36M ﹤0.01%
441,771
-46,682
3140
$5.35M ﹤0.01%
128,759
+24,434
3141
$5.35M ﹤0.01%
78,057
-12,732
3142
$5.34M ﹤0.01%
87,489
-19,360
3143
$5.34M ﹤0.01%
815,437
+425,100
3144
$5.34M ﹤0.01%
227,960
-11,100
3145
$5.34M ﹤0.01%
272,812
-115,099
3146
$5.34M ﹤0.01%
75,635
+75,008
3147
$5.32M ﹤0.01%
868,863
+595,549
3148
$5.32M ﹤0.01%
185,994
-144,231
3149
$5.31M ﹤0.01%
73,170
+63,039
3150
$5.3M ﹤0.01%
912,904
+840,042
124 125
126
127 128