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
4976
$466K ﹤0.01%
28,108
+15,875
4977
$466K ﹤0.01%
34,085
+15,324
4978
$463K ﹤0.01%
21,543
+14,093
4979
$463K ﹤0.01%
121,456
+51,992
4980
$463K ﹤0.01%
32,296
+19,279
4981
$461K ﹤0.01%
322,703
+60,696
4982
$461K ﹤0.01%
2,258
+1,815
4983
$459K ﹤0.01%
147,270
-11,929
4984
$459K ﹤0.01%
+17,752
4985
$459K ﹤0.01%
29,106
+24,500
4986
$458K ﹤0.01%
18,471
+11,018
4987
$458K ﹤0.01%
+31,717
4988
$457K ﹤0.01%
23,191
-63,813
4989
$457K ﹤0.01%
67,692
+16,221
4990
$456K ﹤0.01%
20,771
-90
4991
$455K ﹤0.01%
8,207
-15,893
4992
$455K ﹤0.01%
23,246
+4,657
4993
$455K ﹤0.01%
52,657
+25,725
4994
$454K ﹤0.01%
+33,171
4995
$453K ﹤0.01%
55,699
-6,176
4996
$452K ﹤0.01%
74,206
-17,740
4997
$452K ﹤0.01%
18,029
+644
4998
$451K ﹤0.01%
5,852
+1,528
4999
$451K ﹤0.01%
34,436
+15,072
5000
$451K ﹤0.01%
16,237
+14,240
198 199
200
201 202