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
3626
$3.33M ﹤0.01%
69,862
+41,025
3627
$3.32M ﹤0.01%
89,387
-8,742
3628
$3.32M ﹤0.01%
47,037
+14,719
3629
$3.32M ﹤0.01%
141,324
-35,015
3630
$3.32M ﹤0.01%
70,429
+222
3631
$3.32M ﹤0.01%
133,295
+19,991
3632
$3.31M ﹤0.01%
91,202
-9,162
3633
$3.31M ﹤0.01%
373,089
+305,422
3634
$3.3M ﹤0.01%
22,630
+11,907
3635
$3.3M ﹤0.01%
168,695
+123,709
3636
$3.3M ﹤0.01%
+314,922
3637
$3.3M ﹤0.01%
400,598
-154,838
3638
$3.3M ﹤0.01%
230,778
-211,939
3639
$3.29M ﹤0.01%
77,090
-151,149
3640
$3.29M ﹤0.01%
203,845
+128,740
3641
$3.28M ﹤0.01%
204,627
+6,542
3642
$3.28M ﹤0.01%
71,520
+56,524
3643
$3.28M ﹤0.01%
23,272
+22,813
3644
$3.26M ﹤0.01%
74,035
+56,475
3645
$3.26M ﹤0.01%
19,756
-152
3646
$3.26M ﹤0.01%
42,020
+7,476
3647
$3.25M ﹤0.01%
123,430
+57,431
3648
$3.25M ﹤0.01%
146,493
-10,844
3649
$3.25M ﹤0.01%
255,640
+75,677
3650
$3.25M ﹤0.01%
32,574
+4,824
144 145
146
147 148