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
4776
$659K ﹤0.01%
21,322
+17,477
4777
$656K ﹤0.01%
26,552
+12,965
4778
$650K ﹤0.01%
21,168
+4,517
4779
$647K ﹤0.01%
84,060
+52,478
4780
$646K ﹤0.01%
16,299
+9,724
4781
$642K ﹤0.01%
68,261
-4,183
4782
$641K ﹤0.01%
38,141
+33,733
4783
$640K ﹤0.01%
34,233
-11,070
4784
$639K ﹤0.01%
15,707
+2,415
4785
$638K ﹤0.01%
6,649
-6,949
4786
$637K ﹤0.01%
21,957
-10,569
4787
$636K ﹤0.01%
12,065
-8,011
4788
$636K ﹤0.01%
28,854
+983
4789
$636K ﹤0.01%
29,761
-80,260
4790
$636K ﹤0.01%
171,498
-4,855
4791
$635K ﹤0.01%
25,767
+1,154
4792
$634K ﹤0.01%
9,555
+8,289
4793
$633K ﹤0.01%
42,040
+4,800
4794
$633K ﹤0.01%
44,499
+2,896
4795
$631K ﹤0.01%
189,911
+189,905
4796
$630K ﹤0.01%
24,658
+6,535
4797
$628K ﹤0.01%
44,262
-1,787
4798
$628K ﹤0.01%
310,921
-39,084
4799
$626K ﹤0.01%
15,576
-9,890
4800
$626K ﹤0.01%
+11,955
190 191
192
193 194