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
4051
$2.02M ﹤0.01%
212,733
+177,827
4052
$2.02M ﹤0.01%
47,576
-1,482,439
4053
$2.02M ﹤0.01%
452,929
+39,124
4054
$2.01M ﹤0.01%
185,443
-49,190
4055
$2.01M ﹤0.01%
143,828
+33,558
4056
$2.01M ﹤0.01%
196,602
+185,469
4057
$2M ﹤0.01%
193,944
-205,826
4058
$2M ﹤0.01%
251,226
+71,904
4059
$2M ﹤0.01%
145,453
+94,720
4060
$2M ﹤0.01%
427,128
+328,828
4061
$2M ﹤0.01%
196,989
+122,907
4062
$1.99M ﹤0.01%
24,866
+24,658
4063
$1.99M ﹤0.01%
82,595
+6,170
4064
$1.99M ﹤0.01%
3,647
+2,327
4065
$1.98M ﹤0.01%
45,730
+5,349
4066
$1.98M ﹤0.01%
301,639
+293,828
4067
$1.97M ﹤0.01%
71,373
+20,061
4068
$1.97M ﹤0.01%
2,858,642
-865,177
4069
$1.97M ﹤0.01%
95,046
+50,878
4070
$1.97M ﹤0.01%
146,084
+1,087
4071
$1.96M ﹤0.01%
51,889
+2,796
4072
$1.96M ﹤0.01%
31,796
+24,896
4073
$1.96M ﹤0.01%
336,722
+63,813
4074
$1.96M ﹤0.01%
122,874
+47,048
4075
$1.95M ﹤0.01%
167,416
-4,520
161 162
163
164 165