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
4176
$1.71M ﹤0.01%
31,280
+13,323
4177
$1.71M ﹤0.01%
47,536
+46,501
4178
$1.7M ﹤0.01%
1,925
+1,735
4179
$1.7M ﹤0.01%
62,829
+5,999
4180
$1.7M ﹤0.01%
178,248
+157,820
4181
$1.7M ﹤0.01%
151,968
-185,892
4182
$1.7M ﹤0.01%
331,631
+18,791
4183
$1.69M ﹤0.01%
25,533
+2,481
4184
$1.69M ﹤0.01%
112,140
+3,859
4185
$1.69M ﹤0.01%
253,405
-28
4186
$1.69M ﹤0.01%
83,122
+67,951
4187
$1.69M ﹤0.01%
326,797
-57,851
4188
$1.69M ﹤0.01%
186,007
+24,286
4189
$1.68M ﹤0.01%
29,712
-47,268
4190
$1.68M ﹤0.01%
47,634
+2,584
4191
$1.68M ﹤0.01%
36,281
+3,407
4192
$1.67M ﹤0.01%
342,585
+65,531
4193
$1.67M ﹤0.01%
21,818
-1,762
4194
$1.67M ﹤0.01%
31,832
-3,105
4195
$1.67M ﹤0.01%
28,627
-28,153
4196
$1.67M ﹤0.01%
52,911
+45,635
4197
$1.67M ﹤0.01%
86,772
+47,819
4198
$1.66M ﹤0.01%
131,050
+21,665
4199
$1.66M ﹤0.01%
64,895
-28,683
4200
$1.66M ﹤0.01%
391,731
+13,508
166 167
168
169 170