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
4576
$946K ﹤0.01%
21,593
-4,667
4577
$946K ﹤0.01%
2,792
+1,130
4578
$942K ﹤0.01%
186,493
-125,796
4579
$940K ﹤0.01%
117,698
+9,794
4580
$939K ﹤0.01%
25,036
+552
4581
$938K ﹤0.01%
90,503
-1,556
4582
$935K ﹤0.01%
76,139
-26,404
4583
$935K ﹤0.01%
327,776
+325,643
4584
$934K ﹤0.01%
28,455
+25,474
4585
$932K ﹤0.01%
1,064
+156
4586
$930K ﹤0.01%
10,918
4587
$930K ﹤0.01%
71,124
+8,470
4588
$929K ﹤0.01%
52,194
-3,606
4589
$928K ﹤0.01%
+16,351
4590
$928K ﹤0.01%
204,921
-1,536,800
4591
$927K ﹤0.01%
29,184
-1,969
4592
$922K ﹤0.01%
73,847
+60,650
4593
$922K ﹤0.01%
83,931
-227,433
4594
$919K ﹤0.01%
35,898
+9,056
4595
$919K ﹤0.01%
46,014
-1,042
4596
$919K ﹤0.01%
38,613
+121
4597
$918K ﹤0.01%
68,318
+52,727
4598
$917K ﹤0.01%
49,202
+170
4599
$917K ﹤0.01%
8,306
-18,435
4600
$916K ﹤0.01%
44,570
+4,169
182 183
184
185 186