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
3576
$3.51M ﹤0.01%
116,325
+49,809
3577
$3.5M ﹤0.01%
272,429
+92,796
3578
$3.5M ﹤0.01%
451,659
+2,716
3579
$3.5M ﹤0.01%
572,317
+5,471
3580
$3.5M ﹤0.01%
311,269
+8,394
3581
$3.5M ﹤0.01%
15,327
+4,175
3582
$3.49M ﹤0.01%
211,968
+167,058
3583
$3.49M ﹤0.01%
174,639
-8,092
3584
$3.49M ﹤0.01%
81,727
+68,304
3585
$3.48M ﹤0.01%
266,658
+42,930
3586
$3.48M ﹤0.01%
284,369
+137,689
3587
$3.47M ﹤0.01%
99,890
+36,172
3588
$3.47M ﹤0.01%
722,225
+84,167
3589
$3.47M ﹤0.01%
73,298
+15,574
3590
$3.46M ﹤0.01%
124,172
-53,246
3591
$3.46M ﹤0.01%
6,303
+2,448
3592
$3.46M ﹤0.01%
459,015
+445,415
3593
$3.45M ﹤0.01%
50,479
-328
3594
$3.44M ﹤0.01%
181,094
-302,288
3595
$3.44M ﹤0.01%
105,511
+2,321
3596
$3.44M ﹤0.01%
131,963
+2,958
3597
$3.44M ﹤0.01%
1,328,481
+28,366
3598
$3.43M ﹤0.01%
306,002
+114,594
3599
$3.42M ﹤0.01%
179,954
-70,029
3600
$3.41M ﹤0.01%
257,024
+22,505
142 143
144
145 146