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
4651
$813K ﹤0.01%
69,865
+500
4652
$812K ﹤0.01%
22,077
+4,794
4653
$812K ﹤0.01%
25,462
-1,912
4654
$812K ﹤0.01%
85,642
-1,985
4655
$811K ﹤0.01%
73,160
+6,352
4656
$809K ﹤0.01%
14,127
+4,300
4657
$809K ﹤0.01%
29,870
+9,056
4658
$806K ﹤0.01%
8,014
+3,541
4659
$805K ﹤0.01%
31,168
+29,238
4660
$802K ﹤0.01%
63,070
+30,789
4661
$796K ﹤0.01%
66,828
+13,238
4662
$794K ﹤0.01%
53,239
+8,919
4663
$794K ﹤0.01%
19,158
-1,702
4664
$791K ﹤0.01%
49,813
+25,111
4665
$788K ﹤0.01%
+955
4666
$784K ﹤0.01%
67,981
+1,017
4667
$783K ﹤0.01%
20,279
-67,244
4668
$783K ﹤0.01%
15,757
+13,233
4669
$783K ﹤0.01%
341,836
+86,568
4670
$780K ﹤0.01%
58,210
+13,612
4671
$780K ﹤0.01%
55,536
+15,881
4672
$777K ﹤0.01%
69,967
+62,766
4673
$777K ﹤0.01%
55,961
+39,166
4674
$775K ﹤0.01%
104,624
+90,298
4675
$774K ﹤0.01%
178,416
+146,466
185 186
187
188 189