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
5026
$430K ﹤0.01%
13,873
-1,077
5027
$429K ﹤0.01%
19,890
+1,288
5028
$428K ﹤0.01%
15,727
+4,903
5029
$428K ﹤0.01%
12,339
+11,085
5030
$428K ﹤0.01%
+27,548
5031
$426K ﹤0.01%
27,237
+16,483
5032
$425K ﹤0.01%
34,062
-11,282
5033
$425K ﹤0.01%
+1,167
5034
$423K ﹤0.01%
6,089
-6,149
5035
$422K ﹤0.01%
78,907
+69,334
5036
$422K ﹤0.01%
56,858
+44,513
5037
$421K ﹤0.01%
14,372
+7,319
5038
$420K ﹤0.01%
19,779
+10,414
5039
$420K ﹤0.01%
4,284
-466
5040
$419K ﹤0.01%
55,299
+30,371
5041
$418K ﹤0.01%
28,439
-151,201
5042
$418K ﹤0.01%
18,565
+16,265
5043
$418K ﹤0.01%
37,378
+37,208
5044
$417K ﹤0.01%
46,976
-450
5045
$417K ﹤0.01%
34,225
+18,153
5046
$416K ﹤0.01%
41,167
-16,059
5047
$416K ﹤0.01%
15,916
+3,772
5048
$416K ﹤0.01%
24,386
+18,480
5049
$416K ﹤0.01%
21,766
+21,515
5050
$414K ﹤0.01%
18,968
+6,005
200 201
202
203 204