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
3876
$2.48M ﹤0.01%
234,526
-70,133
3877
$2.48M ﹤0.01%
30,385
+1,168
3878
$2.47M ﹤0.01%
55,087
+32,270
3879
$2.47M ﹤0.01%
167,296
+41,962
3880
$2.47M ﹤0.01%
134,401
+82,746
3881
$2.47M ﹤0.01%
281,361
+7,946
3882
$2.47M ﹤0.01%
13,421
+8,155
3883
$2.46M ﹤0.01%
500,939
+491,061
3884
$2.46M ﹤0.01%
361,626
-3,338
3885
$2.46M ﹤0.01%
102,073
+20,973
3886
$2.46M ﹤0.01%
65,366
+35,830
3887
$2.46M ﹤0.01%
60,642
+12,807
3888
$2.45M ﹤0.01%
106,417
-25
3889
$2.44M ﹤0.01%
82,135
+69,685
3890
$2.44M ﹤0.01%
46,749
-14,506
3891
$2.44M ﹤0.01%
82,677
+7,091
3892
$2.44M ﹤0.01%
11,913
+8,178
3893
$2.44M ﹤0.01%
39,082
+25,889
3894
$2.44M ﹤0.01%
89,939
+49,776
3895
$2.43M ﹤0.01%
27,044
+201
3896
$2.43M ﹤0.01%
78,065
+15,226
3897
$2.42M ﹤0.01%
233,649
-602,865
3898
$2.42M ﹤0.01%
97,004
+20,615
3899
$2.42M ﹤0.01%
+142,478
3900
$2.42M ﹤0.01%
88,481
+37,853
154 155
156
157 158