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
3401
$4.14M ﹤0.01%
168,999
+28,115
3402
$4.14M ﹤0.01%
130,800
+88,323
3403
$4.13M ﹤0.01%
263,972
-471,551
3404
$4.13M ﹤0.01%
661,133
-7,387
3405
$4.13M ﹤0.01%
280,939
+24,658
3406
$4.12M ﹤0.01%
135,758
+2,480
3407
$4.12M ﹤0.01%
150,149
-62,676
3408
$4.12M ﹤0.01%
108,501
-54,953
3409
$4.12M ﹤0.01%
415,990
-1,750
3410
$4.11M ﹤0.01%
113,204
+16,839
3411
$4.11M ﹤0.01%
115,125
+9,442
3412
$4.11M ﹤0.01%
370,276
+273,020
3413
$4.1M ﹤0.01%
126,285
+29,347
3414
$4.1M ﹤0.01%
84,364
-11,661
3415
$4.1M ﹤0.01%
90,061
+13,688
3416
$4.09M ﹤0.01%
274,610
+244,952
3417
$4.08M ﹤0.01%
886,269
-51,448
3418
$4.08M ﹤0.01%
1,553,166
-1,365,586
3419
$4.08M ﹤0.01%
74,408
+10,042
3420
$4.08M ﹤0.01%
94,724
+49,885
3421
$4.08M ﹤0.01%
299,909
+13,924
3422
$4.07M ﹤0.01%
126,330
+91,927
3423
$4.06M ﹤0.01%
266,524
-23,191
3424
$4.06M ﹤0.01%
129,451
+116,275
3425
$4.05M ﹤0.01%
1,732,420
+599,094
135 136
137
138 139