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
3451
$3.95M ﹤0.01%
1,186,094
-146,784
3452
$3.95M ﹤0.01%
83,206
+17,539
3453
$3.94M ﹤0.01%
334,259
-68,580
3454
$3.94M ﹤0.01%
436,878
-97,937
3455
$3.94M ﹤0.01%
260,786
+11,296
3456
$3.93M ﹤0.01%
1,592,046
+317,984
3457
$3.93M ﹤0.01%
360,461
+63,230
3458
$3.93M ﹤0.01%
262,485
+54,009
3459
$3.92M ﹤0.01%
634,160
+603,722
3460
$3.92M ﹤0.01%
227,600
+142,224
3461
$3.91M ﹤0.01%
1,073,401
-57,631
3462
$3.91M ﹤0.01%
387,512
-34,955
3463
$3.91M ﹤0.01%
203,272
+69,335
3464
$3.9M ﹤0.01%
101,566
-21,174
3465
$3.9M ﹤0.01%
29,524
+11,567
3466
$3.9M ﹤0.01%
67,003
+8,265
3467
$3.89M ﹤0.01%
119,660
+69,230
3468
$3.89M ﹤0.01%
143,502
+108,663
3469
$3.88M ﹤0.01%
219,660
+19,254
3470
$3.88M ﹤0.01%
196,028
+195,850
3471
$3.88M ﹤0.01%
213,776
+59,060
3472
$3.87M ﹤0.01%
59,440
+9,360
3473
$3.86M ﹤0.01%
49,940
+37,018
3474
$3.85M ﹤0.01%
117,810
-18,028
3475
$3.85M ﹤0.01%
63,699
-46,893
137 138
139
140 141