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
3926
$2.35M ﹤0.01%
94,844
+54,773
3927
$2.35M ﹤0.01%
49,521
+38,666
3928
$2.33M ﹤0.01%
49,838
+24,921
3929
$2.33M ﹤0.01%
135,866
+16,377
3930
$2.33M ﹤0.01%
24,424
-850
3931
$2.33M ﹤0.01%
158,475
-74,256
3932
$2.33M ﹤0.01%
62,889
+59,538
3933
$2.33M ﹤0.01%
23,651
+20,262
3934
$2.32M ﹤0.01%
73,164
-2,306
3935
$2.31M ﹤0.01%
146,778
+37,516
3936
$2.31M ﹤0.01%
206,906
+23,870
3937
$2.31M ﹤0.01%
187,100
+62,652
3938
$2.3M ﹤0.01%
32,255
-19,902
3939
$2.3M ﹤0.01%
497,119
+442,907
3940
$2.3M ﹤0.01%
319,032
+146,252
3941
$2.29M ﹤0.01%
90,808
+28,485
3942
$2.29M ﹤0.01%
146,388
+117,161
3943
$2.28M ﹤0.01%
214,962
-1,854
3944
$2.28M ﹤0.01%
182,944
-81,249
3945
$2.27M ﹤0.01%
44,864
+38,740
3946
$2.27M ﹤0.01%
157,313
+34,434
3947
$2.26M ﹤0.01%
43,652
-3,948
3948
$2.26M ﹤0.01%
26,415
+2,358
3949
$2.25M ﹤0.01%
94,253
+61,268
3950
$2.25M ﹤0.01%
148,747
+90,829
156 157
158
159 160