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
4901
$533K ﹤0.01%
+594
4902
$533K ﹤0.01%
10,133
+5,496
4903
$532K ﹤0.01%
36,803
-11,263
4904
$531K ﹤0.01%
10,701
-3,571
4905
$531K ﹤0.01%
14,636
+10,312
4906
$531K ﹤0.01%
19,479
+2,026
4907
$530K ﹤0.01%
266,397
+265,571
4908
$528K ﹤0.01%
34,797
+13,062
4909
$528K ﹤0.01%
+97,943
4910
$526K ﹤0.01%
52,066
+21,822
4911
$525K ﹤0.01%
33,058
+3,058
4912
$525K ﹤0.01%
41,656
+20,214
4913
$523K ﹤0.01%
188,073
+158,955
4914
$523K ﹤0.01%
22,719
+3,024
4915
$522K ﹤0.01%
51,739
-11,807
4916
$521K ﹤0.01%
215,668
+154,359
4917
$519K ﹤0.01%
61,987
+22,140
4918
$519K ﹤0.01%
35,577
+387
4919
$518K ﹤0.01%
33,413
+5,332
4920
$517K ﹤0.01%
91,505
+79,504
4921
$517K ﹤0.01%
+35,341
4922
$516K ﹤0.01%
20,254
+6,720
4923
$514K ﹤0.01%
54,850
+31,141
4924
$510K ﹤0.01%
+24,275
4925
$510K ﹤0.01%
111,135
-9,865
195 196
197
198 199