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
3326
$4.47M ﹤0.01%
70,253
-16,415
3327
$4.47M ﹤0.01%
340,956
+227,143
3328
$4.46M ﹤0.01%
552,988
-6,584
3329
$4.45M ﹤0.01%
+106,587
3330
$4.45M ﹤0.01%
341,317
+5,011
3331
$4.43M ﹤0.01%
88,060
-48,227
3332
$4.43M ﹤0.01%
404,707
+60,105
3333
$4.43M ﹤0.01%
415,247
+172,916
3334
$4.42M ﹤0.01%
159,287
-619,094
3335
$4.42M ﹤0.01%
395,811
-17,766
3336
$4.42M ﹤0.01%
331,144
-126,508
3337
$4.41M ﹤0.01%
157,220
+114,130
3338
$4.41M ﹤0.01%
62,452
+12,343
3339
$4.4M ﹤0.01%
97,284
-20,392
3340
$4.4M ﹤0.01%
228,289
+17,264
3341
$4.39M ﹤0.01%
255,530
+48,123
3342
$4.38M ﹤0.01%
33,525
+17,553
3343
$4.38M ﹤0.01%
42,811
+30,946
3344
$4.37M ﹤0.01%
653,407
+157,822
3345
$4.37M ﹤0.01%
245,998
+41,848
3346
$4.36M ﹤0.01%
171,398
-7,796
3347
$4.36M ﹤0.01%
39,159
+2,769
3348
$4.34M ﹤0.01%
139,457
+31,318
3349
$4.34M ﹤0.01%
26,795
-347
3350
$4.34M ﹤0.01%
273,331
-508,403
132 133
134
135 136