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
3551
$3.59M ﹤0.01%
254,202
+26,246
3552
$3.58M ﹤0.01%
111,661
+103,150
3553
$3.58M ﹤0.01%
49,527
+49,436
3554
$3.58M ﹤0.01%
362,575
+348,063
3555
$3.57M ﹤0.01%
440,113
+43,083
3556
$3.57M ﹤0.01%
302,980
+104,638
3557
$3.57M ﹤0.01%
71,032
+6,016
3558
$3.57M ﹤0.01%
5,513,824
+161,873
3559
$3.56M ﹤0.01%
59,745
-50,125
3560
$3.55M ﹤0.01%
482,914
+443,546
3561
$3.55M ﹤0.01%
706,142
+93,080
3562
$3.55M ﹤0.01%
26,967
+24,865
3563
$3.55M ﹤0.01%
76,769
+71,395
3564
$3.54M ﹤0.01%
142,470
+26,415
3565
$3.54M ﹤0.01%
408,772
+312,603
3566
$3.53M ﹤0.01%
519,750
+140,268
3567
$3.53M ﹤0.01%
424,197
-547,619
3568
$3.53M ﹤0.01%
263,155
-17,484
3569
$3.53M ﹤0.01%
258,908
+2,959
3570
$3.53M ﹤0.01%
87,442
+65,723
3571
$3.53M ﹤0.01%
335,181
-16,250
3572
$3.52M ﹤0.01%
53,707
-104,982
3573
$3.52M ﹤0.01%
109,811
+99,320
3574
$3.51M ﹤0.01%
350,921
-20,846
3575
$3.51M ﹤0.01%
70,130
-930
141 142
143
144 145