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
4351
$1.34M ﹤0.01%
81,578
+58,882
4352
$1.34M ﹤0.01%
97,004
-5,177
4353
$1.34M ﹤0.01%
89,737
+3,021
4354
$1.34M ﹤0.01%
84,126
-961,056
4355
$1.34M ﹤0.01%
141,950
+382
4356
$1.34M ﹤0.01%
18,702
+10,182
4357
$1.34M ﹤0.01%
104,136
+103,818
4358
$1.33M ﹤0.01%
85,796
+25,396
4359
$1.33M ﹤0.01%
82,612
+3,213
4360
$1.33M ﹤0.01%
+111,123
4361
$1.33M ﹤0.01%
13,116
+9,046
4362
$1.33M ﹤0.01%
56,842
-374,901
4363
$1.33M ﹤0.01%
38,796
+17,261
4364
$1.33M ﹤0.01%
311,324
+272
4365
$1.33M ﹤0.01%
100,664
+16,594
4366
$1.32M ﹤0.01%
6,407
+4,240
4367
$1.32M ﹤0.01%
49,510
+13,649
4368
$1.32M ﹤0.01%
5,311
-5,782
4369
$1.31M ﹤0.01%
26,135
+17,833
4370
$1.31M ﹤0.01%
41,730
+22,761
4371
$1.31M ﹤0.01%
47,854
+10,546
4372
$1.31M ﹤0.01%
32,492
+20,389
4373
$1.31M ﹤0.01%
72,171
+12,145
4374
$1.3M ﹤0.01%
2,732,530
+1,384,190
4375
$1.3M ﹤0.01%
250,427
-158,282
173 174
175
176 177