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
3976
$2.19M ﹤0.01%
158,220
+20,105
3977
$2.19M ﹤0.01%
275,195
-103,520
3978
$2.18M ﹤0.01%
206,026
+32,601
3979
$2.18M ﹤0.01%
105,542
+14,935
3980
$2.18M ﹤0.01%
79,722
+3,300
3981
$2.18M ﹤0.01%
76,183
-198
3982
$2.18M ﹤0.01%
54,678
+35,899
3983
$2.18M ﹤0.01%
74,071
-1,203
3984
$2.17M ﹤0.01%
127,041
-5,092
3985
$2.17M ﹤0.01%
40,729
+36,362
3986
$2.17M ﹤0.01%
+200,000
3987
$2.17M ﹤0.01%
121,817
+78,791
3988
$2.17M ﹤0.01%
410,081
-4,323,860
3989
$2.16M ﹤0.01%
138,613
+2,945
3990
$2.16M ﹤0.01%
273,602
-50,700
3991
$2.15M ﹤0.01%
115,243
+23,892
3992
$2.15M ﹤0.01%
197,495
+145,444
3993
$2.15M ﹤0.01%
562,839
-107,756
3994
$2.15M ﹤0.01%
184,209
+115,940
3995
$2.15M ﹤0.01%
32,705
+3,855
3996
$2.15M ﹤0.01%
111,390
+3,226
3997
$2.14M ﹤0.01%
76,825
+3,130
3998
$2.14M ﹤0.01%
10,687
+8,834
3999
$2.13M ﹤0.01%
129,923
-127,907
4000
$2.13M ﹤0.01%
62,565
+52,720
158 159
160
161 162