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
4226
$1.61M ﹤0.01%
83,223
+24,828
4227
$1.6M ﹤0.01%
147,518
+12,173
4228
$1.6M ﹤0.01%
23,715
-1,150
4229
$1.6M ﹤0.01%
125,662
-15,311
4230
$1.6M ﹤0.01%
181,228
+70,107
4231
$1.6M ﹤0.01%
30,973
+9,984
4232
$1.59M ﹤0.01%
135,972
+36,838
4233
$1.59M ﹤0.01%
592,416
-175,050
4234
$1.59M ﹤0.01%
16,569
+9,928
4235
$1.59M ﹤0.01%
1,001,681
+900,025
4236
$1.59M ﹤0.01%
126,141
+19,460
4237
$1.59M ﹤0.01%
339,172
-1,562,261
4238
$1.59M ﹤0.01%
25,265
+12,603
4239
$1.58M ﹤0.01%
24,229
+10,981
4240
$1.58M ﹤0.01%
41,144
-3,778
4241
$1.58M ﹤0.01%
60,041
+2,808
4242
$1.58M ﹤0.01%
+5,412
4243
$1.57M ﹤0.01%
68,952
+80
4244
$1.57M ﹤0.01%
97,075
+27,288
4245
$1.57M ﹤0.01%
90,001
+41,848
4246
$1.57M ﹤0.01%
405,393
-489,292
4247
$1.57M ﹤0.01%
159,102
-11,797
4248
$1.56M ﹤0.01%
36,594
+15,232
4249
$1.56M ﹤0.01%
36,903
+12,157
4250
$1.56M ﹤0.01%
103,131
-79,254
168 169
170
171 172