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
3526
$3.69M ﹤0.01%
+238,147
3527
$3.67M ﹤0.01%
+171,412
3528
$3.65M ﹤0.01%
195,913
+70,973
3529
$3.65M ﹤0.01%
41,128
-9,249
3530
$3.64M ﹤0.01%
67,867
+45,719
3531
$3.64M ﹤0.01%
197,524
+15,772
3532
$3.64M ﹤0.01%
213,332
+102,415
3533
$3.64M ﹤0.01%
174,086
+34,912
3534
$3.63M ﹤0.01%
25,953
+11,011
3535
$3.63M ﹤0.01%
234,790
+14,920
3536
$3.63M ﹤0.01%
160,471
+16,980
3537
$3.63M ﹤0.01%
429,411
-196,737
3538
$3.63M ﹤0.01%
599,815
-227,547
3539
$3.62M ﹤0.01%
268,930
+25,760
3540
$3.61M ﹤0.01%
41,684
-239
3541
$3.61M ﹤0.01%
50,674
+30,776
3542
$3.61M ﹤0.01%
500,732
+345,757
3543
$3.6M ﹤0.01%
89,691
+62,925
3544
$3.6M ﹤0.01%
191,522
+144,973
3545
$3.6M ﹤0.01%
223,828
-390,964
3546
$3.6M ﹤0.01%
183,737
+59,183
3547
$3.6M ﹤0.01%
58,058
+26,655
3548
$3.59M ﹤0.01%
76,459
+18,648
3549
$3.59M ﹤0.01%
142,029
+48,316
3550
$3.59M ﹤0.01%
324,877
+14,062
140 141
142
143 144