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
5001
$451K ﹤0.01%
17,856
+8,770
5002
$450K ﹤0.01%
83,418
+59,345
5003
$450K ﹤0.01%
68,471
-4,673
5004
$450K ﹤0.01%
16,920
+10,501
5005
$448K ﹤0.01%
25,150
+22,243
5006
$445K ﹤0.01%
152,866
+77,069
5007
$445K ﹤0.01%
333
+144
5008
$445K ﹤0.01%
12,000
5009
$443K ﹤0.01%
29,156
+4,875
5010
$442K ﹤0.01%
21,705
+10,397
5011
$442K ﹤0.01%
20,447
+9,141
5012
$442K ﹤0.01%
91,651
-30,618
5013
$441K ﹤0.01%
32,815
-6,480
5014
$441K ﹤0.01%
11,701
+2,605
5015
– –
0
5016
$438K ﹤0.01%
+6,731
5017
$438K ﹤0.01%
10,626
+6,320
5018
$438K ﹤0.01%
19,322
-18,751
5019
$437K ﹤0.01%
66,586
+46,960
5020
$435K ﹤0.01%
15,856
+2,131
5021
$435K ﹤0.01%
75,692
+12,635
5022
$435K ﹤0.01%
50,902
+13,522
5023
$434K ﹤0.01%
3,547
+1,741
5024
$431K ﹤0.01%
58,029
+14,206
5025
$431K ﹤0.01%
39,684
-905
199 200
201
202 203