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
4926
$510K ﹤0.01%
105,551
+45,064
4927
$509K ﹤0.01%
38,469
+1,350
4928
$509K ﹤0.01%
253
-582
4929
$509K ﹤0.01%
23,495
+8,774
4930
$509K ﹤0.01%
34,098
-4,598
4931
$506K ﹤0.01%
21,936
-619,970
4932
$505K ﹤0.01%
902
+179
4933
$505K ﹤0.01%
+960
4934
$505K ﹤0.01%
+28,409
4935
$502K ﹤0.01%
15,399
-30
4936
$502K ﹤0.01%
39,987
+14,770
4937
$501K ﹤0.01%
187,935
+161,072
4938
$501K ﹤0.01%
9,444
+1,228
4939
$500K ﹤0.01%
15,219
+5,332
4940
$499K ﹤0.01%
35,869
+18,484
4941
$499K ﹤0.01%
15,362
+2,262
4942
$499K ﹤0.01%
183,670
-17,005
4943
$497K ﹤0.01%
13,139
+433
4944
$497K ﹤0.01%
175
+70
4945
$494K ﹤0.01%
32,095
+15,938
4946
$492K ﹤0.01%
28,485
+13,420
4947
$490K ﹤0.01%
17,046
+5,525
4948
$490K ﹤0.01%
33,022
-947
4949
$490K ﹤0.01%
1,791
+911
4950
$487K ﹤0.01%
7,508
+4,065
196 197
198
199 200