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
3751
$2.86M ﹤0.01%
192,669
+115,729
3752
$2.86M ﹤0.01%
199,020
-2,435
3753
$2.86M ﹤0.01%
55,156
-14,411
3754
$2.86M ﹤0.01%
13,162
+12,131
3755
$2.85M ﹤0.01%
76,633
-79,239
3756
$2.85M ﹤0.01%
+86,488
3757
$2.85M ﹤0.01%
109,428
+56,855
3758
$2.85M ﹤0.01%
69,835
+59,280
3759
$2.85M ﹤0.01%
154,586
-7,575
3760
$2.85M ﹤0.01%
197,036
+24,022
3761
$2.84M ﹤0.01%
128,083
+47,554
3762
$2.83M ﹤0.01%
225,597
-67,729
3763
$2.83M ﹤0.01%
27,113
-1,139
3764
$2.83M ﹤0.01%
46,180
+8,832
3765
$2.83M ﹤0.01%
232,806
+17,129
3766
$2.83M ﹤0.01%
191,445
+16,690
3767
$2.81M ﹤0.01%
156,357
+53,246
3768
$2.81M ﹤0.01%
236,637
+54,040
3769
$2.81M ﹤0.01%
205,329
+198,734
3770
$2.81M ﹤0.01%
2,805
-3,334
3771
$2.8M ﹤0.01%
31,763
+29,217
3772
$2.8M ﹤0.01%
119,147
+3,157
3773
$2.8M ﹤0.01%
275,822
-160,027
3774
$2.8M ﹤0.01%
75,988
+7,752
3775
$2.79M ﹤0.01%
59,548
-10
149 150
151
152 153