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
4476
$1.11M ﹤0.01%
180,235
-461,779
4477
$1.11M ﹤0.01%
41,219
+36,587
4478
$1.11M ﹤0.01%
7,412
+6,586
4479
$1.11M ﹤0.01%
4,581
+1,942
4480
$1.11M ﹤0.01%
108,548
+86,035
4481
$1.11M ﹤0.01%
30,788
-51,790
4482
$1.11M ﹤0.01%
42,969
+3,442
4483
$1.1M ﹤0.01%
27,540
-64,268
4484
$1.1M ﹤0.01%
25,608
-186,247
4485
$1.1M ﹤0.01%
76,873
-9,417,273
4486
$1.1M ﹤0.01%
89,337
-1,306
4487
$1.1M ﹤0.01%
30,667
-63,544
4488
$1.1M ﹤0.01%
59,646
+12,267
4489
$1.1M ﹤0.01%
159,434
-180,190
4490
$1.1M ﹤0.01%
132,026
-122
4491
$1.09M ﹤0.01%
77,341
-116,040
4492
$1.09M ﹤0.01%
144,973
+49,837
4493
$1.08M ﹤0.01%
74,392
-7,373
4494
$1.08M ﹤0.01%
23,535
+2,503
4495
$1.08M ﹤0.01%
82,279
+58,524
4496
$1.08M ﹤0.01%
17,483
+12,856
4497
$1.08M ﹤0.01%
12,564
+10,665
4498
$1.08M ﹤0.01%
107,379
-21,169
4499
$1.08M ﹤0.01%
81,341
+62,348
4500
$1.08M ﹤0.01%
37,840
+2,984
178 179
180
181 182