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
5126
$352K ﹤0.01%
5,565
-376
5127
$351K ﹤0.01%
22,098
+19,496
5128
$351K ﹤0.01%
36,944
+1,146
5129
$350K ﹤0.01%
14,108
+3,582
5130
$350K ﹤0.01%
9,622
-30,586
5131
$348K ﹤0.01%
35,643
+16,776
5132
$348K ﹤0.01%
21,287
+8,716
5133
$348K ﹤0.01%
51,112
+17,539
5134
$347K ﹤0.01%
150,113
+20,587
5135
$347K ﹤0.01%
35,443
+15,122
5136
$347K ﹤0.01%
30,152
-7,132
5137
$344K ﹤0.01%
8,481
+2,891
5138
$344K ﹤0.01%
9,137
+452
5139
$343K ﹤0.01%
19,546
+3,667
5140
$343K ﹤0.01%
57,574
5141
$343K ﹤0.01%
34,164
-1,344
5142
$342K ﹤0.01%
5,943
-651
5143
$341K ﹤0.01%
9,829
+601
5144
$340K ﹤0.01%
12,021
+6,038
5145
$340K ﹤0.01%
8,836
+4,212
5146
$338K ﹤0.01%
24,765
-8,665
5147
$338K ﹤0.01%
13,530
+2,064
5148
$338K ﹤0.01%
+27,216
5149
$336K ﹤0.01%
23,261
+21,740
5150
$336K ﹤0.01%
19,272
+96
204 205
206
207 208