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
4551
$989K ﹤0.01%
173,207
-18,533
4552
$989K ﹤0.01%
69,607
+2,661
4553
$986K ﹤0.01%
+30,502
4554
$985K ﹤0.01%
110,969
+9,243
4555
$984K ﹤0.01%
88,528
+45,937
4556
$983K ﹤0.01%
41,250
-8,974
4557
$983K ﹤0.01%
30,135
+5,447
4558
$983K ﹤0.01%
353,886
+349,556
4559
$982K ﹤0.01%
89,040
+87,642
4560
$979K ﹤0.01%
+14,187
4561
$977K ﹤0.01%
45,232
+3,438
4562
$973K ﹤0.01%
46,192
-28,056
4563
$973K ﹤0.01%
71,252
+4,346
4564
$972K ﹤0.01%
12,125
-1,173
4565
$970K ﹤0.01%
59,437
4566
$967K ﹤0.01%
42,931
+13,947
4567
$964K ﹤0.01%
14,200
+7,023
4568
$960K ﹤0.01%
33,281
-58,431
4569
$958K ﹤0.01%
47,714
-22,548
4570
$956K ﹤0.01%
15,807
+14,361
4571
$954K ﹤0.01%
143,610
+80,535
4572
$953K ﹤0.01%
94,026
-36,261
4573
$948K ﹤0.01%
103,303
+14,774
4574
$947K ﹤0.01%
9,603
+8,548
4575
$947K ﹤0.01%
28,981
+25,567
181 182
183
184 185