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
4751
$684K ﹤0.01%
17,773
+15,352
4752
$684K ﹤0.01%
109,273
-437,183
4753
$683K ﹤0.01%
+44,378
4754
$682K ﹤0.01%
1,188
-5,190
4755
$682K ﹤0.01%
99,443
-5,400
4756
$681K ﹤0.01%
166,041
+9,918
4757
$679K ﹤0.01%
10,964
+7,899
4758
$679K ﹤0.01%
99,200
+71,116
4759
$678K ﹤0.01%
94,912
-2,662
4760
$677K ﹤0.01%
49,702
+6,939
4761
$675K ﹤0.01%
33,489
+25,544
4762
$674K ﹤0.01%
53,924
+31,504
4763
$674K ﹤0.01%
59,203
-225,358
4764
$673K ﹤0.01%
1,136
-560
4765
$670K ﹤0.01%
50,626
+7,976
4766
$667K ﹤0.01%
17,140
+7,497
4767
$667K ﹤0.01%
39,226
+10,076
4768
$666K ﹤0.01%
11,643
+3,010
4769
$665K ﹤0.01%
+27,445
4770
$664K ﹤0.01%
14,013
+11,046
4771
$663K ﹤0.01%
11,041
+7,238
4772
$660K ﹤0.01%
21,370
+13,383
4773
$659K ﹤0.01%
+50,647
4774
$659K ﹤0.01%
63,991
+35,902
4775
$659K ﹤0.01%
11,737
+10,186
189 190
191
192 193