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
4101
$1.89M ﹤0.01%
36,913
-84,649
4102
$1.89M ﹤0.01%
62,629
+32,227
4103
$1.89M ﹤0.01%
39,112
+4,282
4104
$1.89M ﹤0.01%
118,639
+13,635
4105
$1.89M ﹤0.01%
28,388
-910
4106
$1.89M ﹤0.01%
143,924
+2,839
4107
$1.89M ﹤0.01%
150,253
+72,091
4108
$1.89M ﹤0.01%
121,091
+6,388
4109
$1.89M ﹤0.01%
91,596
+70,974
4110
$1.89M ﹤0.01%
15,956
+13,336
4111
$1.89M ﹤0.01%
2,474
+2,443
4112
$1.88M ﹤0.01%
126,259
+11,422
4113
$1.88M ﹤0.01%
131,831
+131,653
4114
$1.88M ﹤0.01%
126,973
+33,842
4115
$1.88M ﹤0.01%
49,490
+15,019
4116
$1.88M ﹤0.01%
121,985
+31,422
4117
$1.87M ﹤0.01%
14,885
-24,090
4118
$1.87M ﹤0.01%
11,864
+11,612
4119
$1.87M ﹤0.01%
48,184
+913
4120
$1.87M ﹤0.01%
112,424
-99,301
4121
$1.87M ﹤0.01%
270,426
+61,709
4122
$1.86M ﹤0.01%
144,664
+56,609
4123
$1.86M ﹤0.01%
+18,596
4124
$1.85M ﹤0.01%
189,692
+26,393
4125
$1.85M ﹤0.01%
29,836
+20,673
163 164
165
166 167