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
3951
$2.25M ﹤0.01%
72,273
+28,795
3952
$2.25M ﹤0.01%
942,206
-866,618
3953
$2.25M ﹤0.01%
176,531
+161,620
3954
$2.25M ﹤0.01%
37,966
-10,037
3955
$2.25M ﹤0.01%
605,233
-37,879
3956
$2.24M ﹤0.01%
178,788
+46,000
3957
$2.23M ﹤0.01%
239,795
+167,705
3958
$2.23M ﹤0.01%
207,984
+188,392
3959
$2.23M ﹤0.01%
10,880
+5,463
3960
$2.23M ﹤0.01%
22,214
+19,858
3961
$2.22M ﹤0.01%
65,879
+9,326
3962
$2.22M ﹤0.01%
120,234
+82,635
3963
$2.22M ﹤0.01%
129,901
-50,082
3964
$2.22M ﹤0.01%
46,056
+1,672
3965
$2.21M ﹤0.01%
72,088
+2,490
3966
$2.21M ﹤0.01%
338,300
+320,507
3967
$2.21M ﹤0.01%
505,816
+136,227
3968
$2.21M ﹤0.01%
71,261
-1,827
3969
$2.21M ﹤0.01%
38,665
+26,245
3970
$2.21M ﹤0.01%
1,723,468
+537,855
3971
$2.2M ﹤0.01%
75,750
-2,904
3972
$2.2M ﹤0.01%
+45,768
3973
$2.2M ﹤0.01%
106,785
+20,708
3974
$2.2M ﹤0.01%
172,121
-5,566
3975
$2.19M ﹤0.01%
149,241
+4,713
157 158
159
160 161