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
4301
$1.46M ﹤0.01%
60,414
+11,436
4302
$1.45M ﹤0.01%
121,032
+32,749
4303
$1.45M ﹤0.01%
60,019
+14,910
4304
$1.45M ﹤0.01%
1,343
+1,317
4305
$1.45M ﹤0.01%
81,666
+14
4306
$1.44M ﹤0.01%
98,828
+7,230
4307
$1.44M ﹤0.01%
19,470
+6,592
4308
$1.44M ﹤0.01%
110,717
+86,945
4309
$1.43M ﹤0.01%
52,775
+22,103
4310
$1.43M ﹤0.01%
96,259
+21,192
4311
$1.43M ﹤0.01%
34,310
+7,559
4312
$1.43M ﹤0.01%
53,341
+19,074
4313
$1.43M ﹤0.01%
7,043
+3,114
4314
$1.43M ﹤0.01%
28,651
+28,375
4315
$1.42M ﹤0.01%
63,920
+16,525
4316
$1.42M ﹤0.01%
39,415
+27,061
4317
$1.42M ﹤0.01%
54,324
+9,418
4318
$1.42M ﹤0.01%
33,815
+7,286
4319
$1.42M ﹤0.01%
86,894
+38,682
4320
$1.42M ﹤0.01%
22,553
+1,135
4321
$1.42M ﹤0.01%
555,219
+298,341
4322
$1.41M ﹤0.01%
44,522
-5,636
4323
$1.41M ﹤0.01%
107,965
-6,275
4324
$1.41M ﹤0.01%
174,198
-125,309
4325
$1.41M ﹤0.01%
52,078
+26,955
171 172
173
174 175