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
4326
$1.41M ﹤0.01%
38,961
-29,622
4327
$1.41M ﹤0.01%
670,067
-109,846
4328
$1.4M ﹤0.01%
293,087
+158,757
4329
$1.4M ﹤0.01%
81,903
+70,201
4330
$1.4M ﹤0.01%
126,467
+126,293
4331
$1.4M ﹤0.01%
141,200
+102,242
4332
$1.4M ﹤0.01%
148,021
+60,528
4333
$1.39M ﹤0.01%
212,884
+41,023
4334
$1.39M ﹤0.01%
28,361
+7,290
4335
$1.39M ﹤0.01%
27,812
-24,688
4336
$1.38M ﹤0.01%
16,995
+7,182
4337
$1.37M ﹤0.01%
76,975
+3,237
4338
$1.37M ﹤0.01%
57,968
-4,212
4339
$1.37M ﹤0.01%
65,540
+63,831
4340
$1.37M ﹤0.01%
84,308
+63,290
4341
$1.36M ﹤0.01%
61,235
+18,362
4342
$1.36M ﹤0.01%
20,935
+1,730
4343
$1.36M ﹤0.01%
5,158
+5,150
4344
$1.36M ﹤0.01%
49,598
+33,283
4345
$1.35M ﹤0.01%
202,473
+28,314
4346
$1.35M ﹤0.01%
59,338
+38,670
4347
$1.35M ﹤0.01%
50,992
+48,896
4348
$1.35M ﹤0.01%
41,401
+24,814
4349
$1.35M ﹤0.01%
219,057
+170,579
4350
$1.35M ﹤0.01%
1,051,981
+354
172 173
174
175 176