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
3826
$2.62M ﹤0.01%
155,598
+29,352
3827
$2.62M ﹤0.01%
187,414
+13,832
3828
$2.62M ﹤0.01%
273,309
+104,322
3829
$2.61M ﹤0.01%
134,471
-46,546
3830
$2.61M ﹤0.01%
5,616
+2,473
3831
$2.61M ﹤0.01%
190,652
+1,018
3832
$2.61M ﹤0.01%
+50,000
3833
$2.6M ﹤0.01%
444,595
-41,852
3834
$2.6M ﹤0.01%
78,927
+50,279
3835
$2.6M ﹤0.01%
207,120
+139,733
3836
$2.6M ﹤0.01%
101,684
-151,625
3837
$2.6M ﹤0.01%
34,130
+5,234
3838
$2.59M ﹤0.01%
71,026
+12,662
3839
$2.58M ﹤0.01%
24,233
+819
3840
$2.58M ﹤0.01%
131,650
+14,564
3841
$2.58M ﹤0.01%
35,483
+3,400
3842
$2.58M ﹤0.01%
26,178
+16,351
3843
$2.57M ﹤0.01%
199,661
+44,803
3844
$2.57M ﹤0.01%
+46,522
3845
$2.57M ﹤0.01%
495,565
+103,876
3846
$2.56M ﹤0.01%
41,904
+20,835
3847
$2.56M ﹤0.01%
+134,946
3848
$2.55M ﹤0.01%
24,786
+5,334
3849
$2.55M ﹤0.01%
583,817
+438,313
3850
$2.55M ﹤0.01%
74,193
+26,693
152 153
154
155 156