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
3301
$4.58M ﹤0.01%
1,112,416
-290,919
3302
$4.58M ﹤0.01%
993,623
+747,288
3303
$4.58M ﹤0.01%
56,078
+19,487
3304
$4.56M ﹤0.01%
316,920
-3,933
3305
$4.56M ﹤0.01%
269,302
+208,359
3306
$4.56M ﹤0.01%
231,570
+143,468
3307
$4.55M ﹤0.01%
35,459
+7,652
3308
$4.55M ﹤0.01%
36,848
+2,021
3309
$4.55M ﹤0.01%
73,249
+38,149
3310
$4.54M ﹤0.01%
1,484,600
-437,800
3311
$4.54M ﹤0.01%
41,336
+22,642
3312
$4.54M ﹤0.01%
97,747
+1,669
3313
$4.52M ﹤0.01%
331,177
+313,107
3314
$4.51M ﹤0.01%
4,105
+2,600
3315
$4.51M ﹤0.01%
179,107
-11,651
3316
$4.51M ﹤0.01%
77,862
+16,325
3317
$4.5M ﹤0.01%
167,790
+74,681
3318
$4.5M ﹤0.01%
+65,328
3319
$4.5M ﹤0.01%
137,581
-3,257
3320
$4.5M ﹤0.01%
196,966
+169,674
3321
$4.49M ﹤0.01%
16,160
+14,914
3322
$4.49M ﹤0.01%
316,594
+114,310
3323
$4.47M ﹤0.01%
254,907
+98,141
3324
$4.47M ﹤0.01%
+276,894
3325
$4.47M ﹤0.01%
1,051,459
+480,873
131 132
133
134 135