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
5176
$323K ﹤0.01%
615
-6
5177
$323K ﹤0.01%
102,736
+87,900
5178
$323K ﹤0.01%
51,475
+50,974
5179
$321K ﹤0.01%
112,771
+7,068
5180
$320K ﹤0.01%
11,207
-3,892
5181
$320K ﹤0.01%
25,997
+5,972
5182
$320K ﹤0.01%
9,657
-558
5183
$320K ﹤0.01%
14,995
+924
5184
$318K ﹤0.01%
61,247
+28,707
5185
$317K ﹤0.01%
16,500
+12,344
5186
$316K ﹤0.01%
9,029
+1,613
5187
$316K ﹤0.01%
41,753
-1,959
5188
$315K ﹤0.01%
20,716
+19,508
5189
$315K ﹤0.01%
+8,074
5190
$315K ﹤0.01%
29,185
+29,007
5191
$315K ﹤0.01%
44,672
+8,999
5192
$315K ﹤0.01%
23,713
+1,081
5193
$314K ﹤0.01%
40,838
+33,886
5194
$314K ﹤0.01%
26,424
+14,324
5195
$313K ﹤0.01%
17,371
+5,751
5196
$311K ﹤0.01%
7,642
-1,056
5197
$311K ﹤0.01%
+27,307
5198
$310K ﹤0.01%
3,567
+2,263
5199
$310K ﹤0.01%
12,063
-1,046
5200
$310K ﹤0.01%
17,178
+13,495
206 207
208
209 210