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
4851
$576K ﹤0.01%
18,223
+18,123
4852
$574K ﹤0.01%
4,757
-8,959
4853
$574K ﹤0.01%
107,636
+6,260
4854
$573K ﹤0.01%
29,095
-30,110
4855
$572K ﹤0.01%
628
+301
4856
$571K ﹤0.01%
24,833
+13,929
4857
$570K ﹤0.01%
+824
4858
$569K ﹤0.01%
10,511
-6,421
4859
$569K ﹤0.01%
+43,649
4860
$569K ﹤0.01%
21,711
+9,413
4861
$568K ﹤0.01%
+10,190
4862
$568K ﹤0.01%
77,884
+21,789
4863
$567K ﹤0.01%
180,139
+35,686
4864
$567K ﹤0.01%
321,848
+218,479
4865
$565K ﹤0.01%
+23,937
4866
$565K ﹤0.01%
46,688
+25,788
4867
$565K ﹤0.01%
18,709
-6,201
4868
$564K ﹤0.01%
47,786
+4,152
4869
$562K ﹤0.01%
60,729
+1,200
4870
$559K ﹤0.01%
32,792
+4,420
4871
$558K ﹤0.01%
54,943
+45,533
4872
$557K ﹤0.01%
29,893
+8,882
4873
$557K ﹤0.01%
48,321
-484
4874
$557K ﹤0.01%
53,997
+30,172
4875
$555K ﹤0.01%
166,175
-2,613,902
193 194
195
196 197