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
5201
$308K ﹤0.01%
42,672
+34,648
5202
$308K ﹤0.01%
12,815
-3,914
5203
$307K ﹤0.01%
14,430
+9,873
5204
$306K ﹤0.01%
4,788
+750
5205
$305K ﹤0.01%
+2,686
5206
$305K ﹤0.01%
37,827
+1,175
5207
$305K ﹤0.01%
114,200
+76,075
5208
$304K ﹤0.01%
110,664
+51,707
5209
$304K ﹤0.01%
17,023
+14,683
5210
$304K ﹤0.01%
18,936
+861
5211
$303K ﹤0.01%
235,383
+10,363
5212
$303K ﹤0.01%
26,593
+24,899
5213
$303K ﹤0.01%
751
+160
5214
$302K ﹤0.01%
+9,108
5215
$302K ﹤0.01%
40,984
+36,237
5216
$302K ﹤0.01%
523
+118
5217
$302K ﹤0.01%
19,358
+8,452
5218
$301K ﹤0.01%
12,529
+6,529
5219
$301K ﹤0.01%
63,371
+16,352
5220
$300K ﹤0.01%
6,706
-3,064
5221
$299K ﹤0.01%
19,664
+13,500
5222
$299K ﹤0.01%
3,547
+2,143
5223
$298K ﹤0.01%
2,976
-586
5224
$297K ﹤0.01%
41,271
+28,075
5225
$297K ﹤0.01%
8,256
-104
207 208
209
210 211