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
4951
$487K ﹤0.01%
61,652
+88
4952
$487K ﹤0.01%
10,040
+2,457
4953
$485K ﹤0.01%
86,079
-256,645
4954
$485K ﹤0.01%
56,215
+35,697
4955
$484K ﹤0.01%
16,026
+1,787
4956
$482K ﹤0.01%
87,315
+73,005
4957
$482K ﹤0.01%
55,170
+25,878
4958
$482K ﹤0.01%
79,909
+55,282
4959
$481K ﹤0.01%
66,919
+18,403
4960
$478K ﹤0.01%
1,721
+1,381
4961
$476K ﹤0.01%
3,114
+1,578
4962
$474K ﹤0.01%
18,271
+4,514
4963
$473K ﹤0.01%
157,506
-1,054
4964
$472K ﹤0.01%
+22,778
4965
$472K ﹤0.01%
+31,385
4966
$472K ﹤0.01%
129,271
+102,264
4967
$472K ﹤0.01%
16,913
+10,166
4968
$470K ﹤0.01%
6,854
-788
4969
$470K ﹤0.01%
50,798
+9,682
4970
$469K ﹤0.01%
47,952
+2,604
4971
$469K ﹤0.01%
39,951
+13,258
4972
$467K ﹤0.01%
24,923
+18,996
4973
$467K ﹤0.01%
6,724
+6,674
4974
$467K ﹤0.01%
359,862
+174,006
4975
$466K ﹤0.01%
33,405
+33,229
197 198
199
200 201