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
3376
$4.22M ﹤0.01%
337,865
+17,479
3377
$4.21M ﹤0.01%
186,427
-46,146
3378
$4.21M ﹤0.01%
120,317
-89,080
3379
$4.21M ﹤0.01%
294,314
+14,265
3380
$4.21M ﹤0.01%
234,220
+93,868
3381
$4.21M ﹤0.01%
178,088
+53,557
3382
$4.21M ﹤0.01%
75,989
+3,301
3383
$4.21M ﹤0.01%
144,464
+41,288
3384
$4.21M ﹤0.01%
196,278
+33,380
3385
$4.2M ﹤0.01%
129,556
+11,942
3386
$4.2M ﹤0.01%
135,374
+22,771
3387
$4.19M ﹤0.01%
160,280
+29,539
3388
$4.19M ﹤0.01%
151,803
+17,540
3389
$4.18M ﹤0.01%
136,127
-1,384,523
3390
$4.18M ﹤0.01%
204,168
+81,487
3391
$4.18M ﹤0.01%
19,496
+12,126
3392
$4.18M ﹤0.01%
254,478
+92,797
3393
$4.17M ﹤0.01%
289,553
-167,542
3394
$4.17M ﹤0.01%
28,605
-3,421
3395
$4.17M ﹤0.01%
442,149
-5,291
3396
$4.16M ﹤0.01%
826,134
-395,365
3397
$4.16M ﹤0.01%
433,279
-48,941
3398
$4.15M ﹤0.01%
117,567
+14,544
3399
$4.15M ﹤0.01%
1,366,729
-13
3400
$4.15M ﹤0.01%
124,477
+40,435
134 135
136
137 138