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
4401
$1.25M ﹤0.01%
119,946
-6,783
4402
$1.25M ﹤0.01%
16,633
+16,097
4403
$1.25M ﹤0.01%
41,734
-12,295
4404
$1.25M ﹤0.01%
38,113
-1,286
4405
$1.25M ﹤0.01%
35,720
+3,450
4406
$1.25M ﹤0.01%
6,034
+2,195
4407
$1.25M ﹤0.01%
78,501
+68,702
4408
$1.24M ﹤0.01%
54,827
-3,251
4409
$1.24M ﹤0.01%
109,378
-287,590
4410
$1.24M ﹤0.01%
3,067
+1,272
4411
$1.24M ﹤0.01%
56,601
-46,881
4412
$1.24M ﹤0.01%
64,915
-20,584
4413
$1.24M ﹤0.01%
79,026
+7,598
4414
$1.23M ﹤0.01%
15,674
+13,750
4415
$1.23M ﹤0.01%
34,578
+11,849
4416
$1.23M ﹤0.01%
27,783
+7,744
4417
$1.23M ﹤0.01%
31,602
+22,587
4418
$1.23M ﹤0.01%
23,832
-294,638
4419
$1.23M ﹤0.01%
47,262
+18,436
4420
$1.23M ﹤0.01%
30,731
-905
4421
$1.22M ﹤0.01%
4,884
+920
4422
$1.22M ﹤0.01%
309,428
+306,707
4423
$1.22M ﹤0.01%
378,780
+374,521
4424
$1.22M ﹤0.01%
44,523
+16,127
4425
$1.22M ﹤0.01%
13,668
+8,261
175 176
177
178 179