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
3201
$5.05M ﹤0.01%
1,422,264
-1,487,452
3202
$5.03M ﹤0.01%
120,091
+113,721
3203
$5.03M ﹤0.01%
74,990
+24,756
3204
$5.03M ﹤0.01%
134,773
-11,181
3205
$5.02M ﹤0.01%
171,053
+57,265
3206
$5.01M ﹤0.01%
124,648
+22,017
3207
$5.01M ﹤0.01%
388,187
+169,325
3208
$5M ﹤0.01%
536,601
+510,671
3209
$5M ﹤0.01%
198,080
+45,816
3210
$4.99M ﹤0.01%
254,386
-7,330
3211
$4.98M ﹤0.01%
394,478
+123,399
3212
$4.97M ﹤0.01%
159,232
-209,223
3213
$4.96M ﹤0.01%
760,165
-2,169,498
3214
$4.95M ﹤0.01%
121,458
+5,937
3215
$4.95M ﹤0.01%
65,544
+13,339
3216
$4.95M ﹤0.01%
117,295
-161,454
3217
$4.94M ﹤0.01%
453,143
+120,175
3218
$4.94M ﹤0.01%
1,469,343
+633,082
3219
$4.93M ﹤0.01%
982,832
+415,354
3220
$4.93M ﹤0.01%
78,675
+9,487
3221
$4.92M ﹤0.01%
168,726
-2,341
3222
$4.92M ﹤0.01%
83,764
+31,909
3223
$4.91M ﹤0.01%
1,010,856
+841,855
3224
$4.91M ﹤0.01%
135,482
+108,308
3225
$4.91M ﹤0.01%
9,620
-13,926
127 128
129
130 131