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
4001
$2.13M ﹤0.01%
152,199
-2,035
4002
$2.13M ﹤0.01%
614,663
+611,291
4003
$2.13M ﹤0.01%
163,744
-18,915
4004
$2.13M ﹤0.01%
+9,078
4005
$2.12M ﹤0.01%
59,851
-3,080
4006
$2.12M ﹤0.01%
28,528
+1,920
4007
$2.12M ﹤0.01%
187,891
+42,826
4008
$2.11M ﹤0.01%
36,237
+3,695
4009
$2.11M ﹤0.01%
67,316
+64,040
4010
$2.11M ﹤0.01%
136,945
+130,505
4011
$2.11M ﹤0.01%
147,808
+115,234
4012
$2.1M ﹤0.01%
131,181
-39,775
4013
$2.1M ﹤0.01%
68,999
+43,885
4014
$2.09M ﹤0.01%
66,712
-37,629
4015
$2.09M ﹤0.01%
101,479
+95,310
4016
$2.09M ﹤0.01%
770,455
+654,624
4017
$2.09M ﹤0.01%
60,538
+47,117
4018
$2.08M ﹤0.01%
184,341
-33,056
4019
$2.08M ﹤0.01%
96,452
+18,926
4020
$2.08M ﹤0.01%
884,571
-3,017,031
4021
$2.08M ﹤0.01%
39,665
+28,491
4022
$2.08M ﹤0.01%
100,362
-71,265
4023
$2.08M ﹤0.01%
1,054
+18
4024
$2.07M ﹤0.01%
35,592
+12,665
4025
$2.07M ﹤0.01%
948
+912
159 160
161
162 163