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
3501
$3.76M ﹤0.01%
677
-595
3502
$3.76M ﹤0.01%
310,778
-95,277
3503
$3.75M ﹤0.01%
+90,661
3504
$3.75M ﹤0.01%
128,275
+3,609
3505
$3.74M ﹤0.01%
97,439
+5,113
3506
$3.74M ﹤0.01%
173,358
+122,418
3507
$3.73M ﹤0.01%
270,265
+66,821
3508
$3.73M ﹤0.01%
1,191,598
-2,031,366
3509
$3.73M ﹤0.01%
113,849
+33,965
3510
$3.73M ﹤0.01%
292,227
+62,576
3511
$3.72M ﹤0.01%
166,470
+15,617
3512
$3.72M ﹤0.01%
378,639
+314,601
3513
$3.72M ﹤0.01%
76,610
+14,095
3514
$3.72M ﹤0.01%
19,592
+19,571
3515
$3.71M ﹤0.01%
106,889
+18,994
3516
$3.71M ﹤0.01%
128,996
+51,100
3517
$3.71M ﹤0.01%
81,535
-25,796
3518
$3.7M ﹤0.01%
161,698
+114,966
3519
$3.7M ﹤0.01%
7,555
+2,678
3520
$3.7M ﹤0.01%
413,189
-7,819
3521
$3.7M ﹤0.01%
181,365
+33,952
3522
$3.69M ﹤0.01%
20,617
+4,906
3523
$3.69M ﹤0.01%
387,473
+39,254
3524
$3.69M ﹤0.01%
285,147
+131,319
3525
$3.69M ﹤0.01%
111,376
-108,998
139 140
141
142 143