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
3176
$5.15M ﹤0.01%
257,271
-52,096
3177
$5.15M ﹤0.01%
138,913
+5,198
3178
$5.15M ﹤0.01%
763,289
+516,903
3179
$5.15M ﹤0.01%
31,135
+4,191
3180
$5.15M ﹤0.01%
48,748
-3,257
3181
$5.15M ﹤0.01%
267,960
+213,494
3182
$5.14M ﹤0.01%
37,257
+7,289
3183
$5.13M ﹤0.01%
293,312
-80,499
3184
$5.13M ﹤0.01%
220,140
+21,198
3185
$5.13M ﹤0.01%
76,332
+23,052
3186
$5.12M ﹤0.01%
499,112
+359,715
3187
$5.12M ﹤0.01%
716,333
+684,008
3188
$5.11M ﹤0.01%
48,090
-5,492
3189
$5.11M ﹤0.01%
1,239,295
+977,151
3190
$5.11M ﹤0.01%
173,742
+111,023
3191
$5.1M ﹤0.01%
811,051
+92,085
3192
$5.09M ﹤0.01%
173,860
-52,072
3193
$5.09M ﹤0.01%
462,125
+263,106
3194
$5.09M ﹤0.01%
146,208
+1,924
3195
$5.08M ﹤0.01%
424,175
-5,962
3196
$5.08M ﹤0.01%
425,169
+27,443
3197
$5.08M ﹤0.01%
219,670
+56,085
3198
$5.06M ﹤0.01%
75,932
+51,266
3199
$5.06M ﹤0.01%
231,715
-263,419
3200
$5.05M ﹤0.01%
599,609
-1,158,245
126 127
128
129 130