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
4426
$1.22M ﹤0.01%
1,830
+1,259
4427
$1.22M ﹤0.01%
25,840
+25,835
4428
$1.21M ﹤0.01%
55,101
+43,736
4429
$1.21M ﹤0.01%
355,680
-16,326
4430
$1.21M ﹤0.01%
142,696
+130,160
4431
$1.21M ﹤0.01%
58,241
+45,879
4432
$1.21M ﹤0.01%
98,769
+8,373
4433
$1.21M ﹤0.01%
15,917
-23,796
4434
$1.21M ﹤0.01%
635
+106
4435
$1.2M ﹤0.01%
79,473
+32,451
4436
$1.2M ﹤0.01%
98,334
+19,164
4437
$1.2M ﹤0.01%
162,609
+17,104
4438
$1.2M ﹤0.01%
24,415
+22,393
4439
$1.2M ﹤0.01%
18,624
-159
4440
$1.2M ﹤0.01%
12,823
-817
4441
$1.2M ﹤0.01%
131,709
+120,934
4442
$1.2M ﹤0.01%
30,227
-21,957
4443
$1.2M ﹤0.01%
70,184
+45,565
4444
$1.2M ﹤0.01%
84,925
+19,710
4445
$1.19M ﹤0.01%
254,107
+44,056
4446
$1.19M ﹤0.01%
106,597
-30,759
4447
$1.19M ﹤0.01%
403,742
+353,568
4448
$1.18M ﹤0.01%
33,856
+10,960
4449
$1.18M ﹤0.01%
50,909
+2,010
4450
$1.18M ﹤0.01%
136,449
-12,151
176 177
178
179 180