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
3701
$3.08M ﹤0.01%
414,760
+372,918
3702
$3.06M ﹤0.01%
1,313,700
-24,345
3703
$3.05M ﹤0.01%
288,420
+96,311
3704
$3.05M ﹤0.01%
33,317
-52,987
3705
$3.04M ﹤0.01%
54,590
+16,399
3706
$3.04M ﹤0.01%
148,077
+16,467
3707
$3.04M ﹤0.01%
50,032
+38,774
3708
$3.04M ﹤0.01%
159,653
+35,158
3709
$3.03M ﹤0.01%
124,536
+36,906
3710
$3.02M ﹤0.01%
334,933
-428
3711
$3.02M ﹤0.01%
125,209
+78,548
3712
$3.01M ﹤0.01%
145,296
+36,687
3713
$3M ﹤0.01%
246,199
+117,184
3714
$2.99M ﹤0.01%
+4
3715
$2.99M ﹤0.01%
72,853
+14,516
3716
$2.98M ﹤0.01%
95,903
+74,228
3717
$2.98M ﹤0.01%
154,076
+42,420
3718
$2.98M ﹤0.01%
55,159
+13,034
3719
$2.97M ﹤0.01%
170,685
+57,174
3720
$2.97M ﹤0.01%
48,444
+47,709
3721
$2.97M ﹤0.01%
167,471
-592,886
3722
$2.97M ﹤0.01%
85,059
+81,682
3723
$2.96M ﹤0.01%
159,430
+21,992
3724
$2.94M ﹤0.01%
77,699
+4,001
3725
$2.94M ﹤0.01%
120,815
+4,330
147 148
149
150 151