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
3476
$3.85M ﹤0.01%
56,856
+27,842
3477
$3.85M ﹤0.01%
261,990
-188,058
3478
$3.85M ﹤0.01%
91,266
+42,477
3479
$3.84M ﹤0.01%
59,915
+888
3480
$3.84M ﹤0.01%
88,276
-71,440
3481
$3.84M ﹤0.01%
822,022
+150,921
3482
$3.84M ﹤0.01%
98,414
+15,499
3483
$3.84M ﹤0.01%
106,932
+83,974
3484
$3.83M ﹤0.01%
264,909
+35,686
3485
$3.83M ﹤0.01%
61,690
+2,912
3486
$3.83M ﹤0.01%
60,556
+52,914
3487
$3.82M ﹤0.01%
118,791
+10,353
3488
$3.82M ﹤0.01%
268,933
+25,519
3489
$3.82M ﹤0.01%
173,596
+76,417
3490
$3.81M ﹤0.01%
22,799
+17,947
3491
$3.81M ﹤0.01%
50,045
+36,542
3492
$3.8M ﹤0.01%
547,255
+158,269
3493
$3.79M ﹤0.01%
257,486
-338,822
3494
$3.79M ﹤0.01%
283,089
+1,406
3495
$3.79M ﹤0.01%
54,416
+6,194
3496
$3.78M ﹤0.01%
353,384
-19,798
3497
$3.78M ﹤0.01%
139,860
-66,179
3498
$3.77M ﹤0.01%
78,770
+5,060
3499
$3.77M ﹤0.01%
257,652
+67,764
3500
$3.77M ﹤0.01%
111,380
-28,604
138 139
140
141 142