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
3651
$3.24M ﹤0.01%
527,654
+442,132
3652
$3.24M ﹤0.01%
147,833
+11,875
3653
$3.24M ﹤0.01%
70,229
-82,279
3654
$3.23M ﹤0.01%
226,795
-1,695,015
3655
$3.23M ﹤0.01%
22,577
+18,044
3656
$3.23M ﹤0.01%
391,900
+109,417
3657
$3.23M ﹤0.01%
58,339
+14,536
3658
$3.22M ﹤0.01%
133,624
+1,641
3659
$3.21M ﹤0.01%
116,854
+72,703
3660
$3.21M ﹤0.01%
273,280
+20,508
3661
$3.21M ﹤0.01%
69,100
+21,535
3662
$3.21M ﹤0.01%
174,257
+161,116
3663
$3.21M ﹤0.01%
186,823
+33,611
3664
$3.2M ﹤0.01%
127,705
+122,807
3665
$3.2M ﹤0.01%
84,991
+24,732
3666
$3.2M ﹤0.01%
126,376
+62,610
3667
$3.2M ﹤0.01%
178,357
+66,369
3668
$3.19M ﹤0.01%
113,465
+89,784
3669
$3.19M ﹤0.01%
61,208
+17,315
3670
$3.19M ﹤0.01%
162,024
+10,068
3671
$3.18M ﹤0.01%
261,216
+29,022
3672
$3.18M ﹤0.01%
76,084
+585
3673
$3.18M ﹤0.01%
14,933
-975
3674
$3.18M ﹤0.01%
52,878
+10,831
3675
$3.17M ﹤0.01%
167,160
-54,819
145 146
147
148 149