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
4701
$747K ﹤0.01%
+56,487
4702
$746K ﹤0.01%
35,516
+4,862
4703
$744K ﹤0.01%
62,969
+60,859
4704
$744K ﹤0.01%
+26,526
4705
$743K ﹤0.01%
28,786
+21,699
4706
$741K ﹤0.01%
28,930
+27,778
4707
$740K ﹤0.01%
19,033
-27,497
4708
$740K ﹤0.01%
7,325
+4,882
4709
$736K ﹤0.01%
59,583
+13,243
4710
$736K ﹤0.01%
102,414
-9,065
4711
$736K ﹤0.01%
3,430
+2,491
4712
$735K ﹤0.01%
37,122
+24,301
4713
$729K ﹤0.01%
260,517
-940,739
4714
$728K ﹤0.01%
26,750
+473
4715
$727K ﹤0.01%
74,153
+3,523
4716
$727K ﹤0.01%
64,425
+55,119
4717
$726K ﹤0.01%
+41,271
4718
$723K ﹤0.01%
93,162
-3,419
4719
$722K ﹤0.01%
+1,792
4720
$721K ﹤0.01%
63,339
+5,116
4721
$718K ﹤0.01%
17,001
+1,548
4722
$717K ﹤0.01%
24,610
+20,686
4723
$716K ﹤0.01%
16,089
+8,031
4724
$715K ﹤0.01%
169,075
+61,270
4725
$713K ﹤0.01%
13,747
+10,522
187 188
189
190 191