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
4826
$601K ﹤0.01%
448
+395
4827
$600K ﹤0.01%
29,978
+12,293
4828
$597K ﹤0.01%
39,474
+26,067
4829
$596K ﹤0.01%
143,127
+98,064
4830
$595K ﹤0.01%
56,009
+42,071
4831
$593K ﹤0.01%
31,292
+9,795
4832
$592K ﹤0.01%
+3
4833
$591K ﹤0.01%
67,246
+13,240
4834
$590K ﹤0.01%
1,722
+1,602
4835
$590K ﹤0.01%
39,743
+28,369
4836
$589K ﹤0.01%
18,452
+4,433
4837
$589K ﹤0.01%
22,528
+9,292
4838
$588K ﹤0.01%
14,030
+4,970
4839
$588K ﹤0.01%
40,819
+7,552
4840
$587K ﹤0.01%
55,813
+32,651
4841
$586K ﹤0.01%
14,405
+2,979
4842
$584K ﹤0.01%
11,452
+9,791
4843
$584K ﹤0.01%
57,643
+35,807
4844
$584K ﹤0.01%
61,659
+945
4845
$581K ﹤0.01%
101,559
+18,637
4846
$581K ﹤0.01%
29,189
+1,800
4847
$580K ﹤0.01%
45,818
+20,369
4848
$579K ﹤0.01%
1,481
-1,057
4849
$578K ﹤0.01%
156,672
+63,498
4850
$578K ﹤0.01%
19,454
+6,405
192 193
194
195 196