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
3276
$4.68M ﹤0.01%
128,108
-15,290
3277
$4.68M ﹤0.01%
248,986
+174,724
3278
$4.68M ﹤0.01%
109,458
+22,973
3279
$4.67M ﹤0.01%
106,598
-95,570
3280
$4.66M ﹤0.01%
319,555
-376,069
3281
$4.66M ﹤0.01%
59,858
+12,435
3282
$4.64M ﹤0.01%
366,173
-44,114
3283
$4.63M ﹤0.01%
159,606
+33,370
3284
$4.63M ﹤0.01%
117,035
+8,781
3285
$4.63M ﹤0.01%
85,316
-5,689
3286
$4.63M ﹤0.01%
235,437
+38,576
3287
$4.62M ﹤0.01%
74,498
-87,913
3288
$4.62M ﹤0.01%
73,558
+26,603
3289
$4.62M ﹤0.01%
158,878
+69,326
3290
$4.61M ﹤0.01%
706,145
-71,830
3291
$4.61M ﹤0.01%
113,379
+11,209
3292
$4.61M ﹤0.01%
207,140
+72,667
3293
$4.6M ﹤0.01%
135,293
+101,846
3294
$4.6M ﹤0.01%
91,086
+14,915
3295
$4.59M ﹤0.01%
347,825
+9,408
3296
$4.59M ﹤0.01%
297,902
-611,818
3297
$4.59M ﹤0.01%
562,583
-91,197
3298
$4.59M ﹤0.01%
1,036,345
+874,635
3299
$4.59M ﹤0.01%
40,819
-1,662
3300
$4.59M ﹤0.01%
126,614
-130,905
130 131
132
133 134