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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5151
$335K ﹤0.01%
65,220
-3,310
5152
$334K ﹤0.01%
7,070
+2,470
5153
$334K ﹤0.01%
66,442
+58,074
5154
$333K ﹤0.01%
+29,438
5155
$332K ﹤0.01%
25,936
-170,492
5156
$332K ﹤0.01%
6,498
+823
5157
$332K ﹤0.01%
15,809
+5,611
5158
$330K ﹤0.01%
18,748
-8,151
5159
$330K ﹤0.01%
105,976
+104,352
5160
$330K ﹤0.01%
3,983
+3,969
5161
$329K ﹤0.01%
19,890
+8,186
5162
$329K ﹤0.01%
28,842
+24,024
5163
$329K ﹤0.01%
12,873
+8,814
5164
$329K ﹤0.01%
42,847
-6,885
5165
$329K ﹤0.01%
24,748
+15,230
5166
$328K ﹤0.01%
13,580
+11,825
5167
$328K ﹤0.01%
6,533
+500
5168
$328K ﹤0.01%
5,963
-3,721
5169
$327K ﹤0.01%
70,858
+44,110
5170
$326K ﹤0.01%
12,039
+3,726
5171
$326K ﹤0.01%
31,985
-241,446
5172
$325K ﹤0.01%
23,265
-274
5173
$324K ﹤0.01%
18,654
+17,745
5174
$324K ﹤0.01%
245,103
+31,600
5175
$324K ﹤0.01%
+29,705
205 206
207
208 209