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
3426
$4.04M ﹤0.01%
238,650
-348,573
3427
$4.03M ﹤0.01%
177,281
-63,140
3428
$4.03M ﹤0.01%
215,400
+36,822
3429
$4.02M ﹤0.01%
116,309
+93,915
3430
$4.01M ﹤0.01%
540,094
+232,260
3431
$4M ﹤0.01%
578,014
+10,690
3432
$4M ﹤0.01%
155,838
+31,983
3433
$4M ﹤0.01%
196,560
+49,943
3434
$4M ﹤0.01%
43,968
+43,529
3435
$3.99M ﹤0.01%
490,549
+230,967
3436
$3.99M ﹤0.01%
150,613
+16,498
3437
$3.99M ﹤0.01%
48,961
+6,786
3438
$3.98M ﹤0.01%
106,998
+22,736
3439
$3.98M ﹤0.01%
42,810
-42,731
3440
$3.98M ﹤0.01%
93,217
-5,187
3441
$3.98M ﹤0.01%
625,575
+67,619
3442
$3.98M ﹤0.01%
66,168
-28,768
3443
$3.97M ﹤0.01%
92,697
+13,195
3444
$3.97M ﹤0.01%
1,909,114
+1,431,647
3445
$3.96M ﹤0.01%
88,536
+36,576
3446
$3.96M ﹤0.01%
173,085
+159,111
3447
$3.96M ﹤0.01%
208,579
+86,028
3448
$3.96M ﹤0.01%
371,439
+363,007
3449
$3.96M ﹤0.01%
54,593
-29,357
3450
$3.96M ﹤0.01%
273,480
+22,091
136 137
138
139 140