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
3676
$3.17M ﹤0.01%
72,939
+30,913
3677
$3.17M ﹤0.01%
428,308
+409,998
3678
$3.17M ﹤0.01%
728,507
-1,250,455
3679
$3.17M ﹤0.01%
51,876
+32,022
3680
$3.16M ﹤0.01%
181,951
+44,184
3681
$3.16M ﹤0.01%
288,692
-18,625
3682
$3.15M ﹤0.01%
924,166
+533,097
3683
$3.15M ﹤0.01%
166,152
-74,147
3684
$3.14M ﹤0.01%
202,178
-13,442
3685
$3.14M ﹤0.01%
485,010
+102,420
3686
$3.14M ﹤0.01%
221,503
+41,743
3687
$3.14M ﹤0.01%
8,306
+2,399
3688
$3.14M ﹤0.01%
234,564
-1,954
3689
$3.14M ﹤0.01%
341,428
+18,428
3690
$3.14M ﹤0.01%
42,721
-13,452
3691
$3.13M ﹤0.01%
424,243
+12,647
3692
$3.13M ﹤0.01%
48,786
-11,030
3693
$3.13M ﹤0.01%
170,153
+34,803
3694
$3.13M ﹤0.01%
196,420
+186,892
3695
$3.12M ﹤0.01%
213,369
+101,309
3696
$3.12M ﹤0.01%
175,399
+14,553
3697
$3.11M ﹤0.01%
233,929
+129,035
3698
$3.1M ﹤0.01%
76,586
+1,749
3699
$3.09M ﹤0.01%
91,343
+80,486
3700
$3.08M ﹤0.01%
24,097
+5,492
146 147
148
149 150