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
4451
$1.18M ﹤0.01%
12,054
+530
4452
$1.18M ﹤0.01%
41,452
-15,391
4453
$1.17M ﹤0.01%
19,067
+13,470
4454
$1.17M ﹤0.01%
+106,212
4455
$1.17M ﹤0.01%
169,354
-78,039
4456
$1.16M ﹤0.01%
45,998
+1,583
4457
$1.16M ﹤0.01%
78,703
+29,486
4458
$1.16M ﹤0.01%
262,279
+176,708
4459
$1.16M ﹤0.01%
98,898
+67,249
4460
$1.16M ﹤0.01%
44,246
-13,022
4461
$1.16M ﹤0.01%
129,209
+93,519
4462
$1.15M ﹤0.01%
66,459
+39,927
4463
$1.15M ﹤0.01%
165,955
+66,095
4464
$1.14M ﹤0.01%
846,664
-201,444
4465
$1.13M ﹤0.01%
60,416
+59,675
4466
$1.13M ﹤0.01%
51,730
-10,201
4467
$1.13M ﹤0.01%
62,325
-6,453
4468
$1.13M ﹤0.01%
217,151
+25,027
4469
$1.12M ﹤0.01%
+2,021
4470
$1.12M ﹤0.01%
78,070
+12,382
4471
$1.12M ﹤0.01%
44,006
-16,980
4472
$1.12M ﹤0.01%
124,870
-197,289
4473
$1.12M ﹤0.01%
244,060
-6,978
4474
$1.11M ﹤0.01%
97,458
-11,746
4475
$1.11M ﹤0.01%
11,254
+10,836
177 178
179
180 181