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
4376
$1.3M ﹤0.01%
81,792
+13,329
4377
$1.3M ﹤0.01%
185,245
+19,005
4378
$1.3M ﹤0.01%
3,500
+2,855
4379
$1.3M ﹤0.01%
509,300
+272,725
4380
$1.3M ﹤0.01%
28,699
-1,142
4381
$1.29M ﹤0.01%
46,701
-24,385
4382
$1.29M ﹤0.01%
73,556
+59,368
4383
$1.29M ﹤0.01%
260,643
+23,859
4384
$1.29M ﹤0.01%
87,765
+19,125
4385
$1.29M ﹤0.01%
+45,824
4386
$1.29M ﹤0.01%
40,653
+25,569
4387
$1.29M ﹤0.01%
56,300
+19,211
4388
$1.28M ﹤0.01%
87,740
+4,603
4389
$1.28M ﹤0.01%
11,710
+3,171
4390
$1.27M ﹤0.01%
124,252
-3,693
4391
$1.27M ﹤0.01%
448
+353
4392
$1.27M ﹤0.01%
41,151
+7,590
4393
$1.27M ﹤0.01%
116,546
+116,376
4394
$1.27M ﹤0.01%
94,476
+12,787
4395
$1.27M ﹤0.01%
114,936
+12,706
4396
$1.27M ﹤0.01%
18,153
+4,920
4397
$1.26M ﹤0.01%
20,658
+17,540
4398
$1.26M ﹤0.01%
94,554
-9,130
4399
$1.26M ﹤0.01%
5,827
+2,262
4400
$1.26M ﹤0.01%
28,078
+2,493
174 175
176
177 178