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
3851
$2.55M ﹤0.01%
115,047
-18,045
3852
$2.55M ﹤0.01%
235,906
+58,681
3853
$2.54M ﹤0.01%
286,999
-485,228
3854
$2.54M ﹤0.01%
291,530
-4,274
3855
$2.53M ﹤0.01%
16,781
+7,719
3856
$2.53M ﹤0.01%
74,247
+11,672
3857
$2.53M ﹤0.01%
163,129
+42,313
3858
$2.53M ﹤0.01%
149,350
+89,227
3859
$2.53M ﹤0.01%
69,118
-7,052
3860
$2.53M ﹤0.01%
94,334
+53,525
3861
$2.52M ﹤0.01%
105,552
+14,936
3862
$2.52M ﹤0.01%
155,338
+4,437
3863
$2.52M ﹤0.01%
90,528
-4,413
3864
$2.52M ﹤0.01%
91,851
+79,035
3865
$2.52M ﹤0.01%
174,418
+7,610
3866
$2.51M ﹤0.01%
72,628
+61,847
3867
$2.5M ﹤0.01%
98,455
+5,007
3868
$2.5M ﹤0.01%
798,344
+283,652
3869
$2.49M ﹤0.01%
53,477
+11,263
3870
$2.49M ﹤0.01%
624,507
+391,570
3871
$2.49M ﹤0.01%
249,623
+15,460
3872
$2.49M ﹤0.01%
221,263
+87,107
3873
$2.48M ﹤0.01%
88,421
+5,402
3874
$2.48M ﹤0.01%
427,375
+417,809
3875
$2.48M ﹤0.01%
57,341
+11,208
153 154
155
156 157