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
3601
$3.41M ﹤0.01%
237,364
+47,028
3602
$3.4M ﹤0.01%
190,572
+95,435
3603
$3.4M ﹤0.01%
20,803
+238
3604
$3.4M ﹤0.01%
303,445
-43,832
3605
$3.4M ﹤0.01%
84,937
+15,191
3606
$3.39M ﹤0.01%
658,952
-1,659,375
3607
$3.39M ﹤0.01%
190,537
+51,142
3608
$3.38M ﹤0.01%
42,803
-5,722
3609
$3.38M ﹤0.01%
68,797
-10,120
3610
$3.38M ﹤0.01%
94,582
-21,666
3611
$3.38M ﹤0.01%
450,040
-3,393
3612
$3.37M ﹤0.01%
296,661
+40,733
3613
$3.37M ﹤0.01%
76,784
-1,795
3614
$3.36M ﹤0.01%
2,115,002
+1,147,756
3615
$3.36M ﹤0.01%
347,204
+148,418
3616
$3.36M ﹤0.01%
72,205
-132,938
3617
$3.36M ﹤0.01%
87,318
-3,427
3618
$3.35M ﹤0.01%
114,871
-8,905
3619
$3.35M ﹤0.01%
108,836
+103,995
3620
$3.35M ﹤0.01%
228,449
+131,900
3621
$3.34M ﹤0.01%
305,419
+178,345
3622
$3.34M ﹤0.01%
+111,812
3623
$3.34M ﹤0.01%
645,626
+33,561
3624
$3.33M ﹤0.01%
37,406
+24,427
3625
$3.33M ﹤0.01%
428,943
+149,439
143 144
145
146 147