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
5226
$296K ﹤0.01%
9,415
+2,095
5227
$295K ﹤0.01%
21,678
-1,272
5228
$294K ﹤0.01%
12,970
+6,110
5229
$294K ﹤0.01%
13,724
+10,704
5230
$293K ﹤0.01%
796
+629
5231
$293K ﹤0.01%
25,305
+21,280
5232
$292K ﹤0.01%
39,571
+14,256
5233
$291K ﹤0.01%
14,301
+7,179
5234
$291K ﹤0.01%
+4,786
5235
$291K ﹤0.01%
20,256
-148
5236
$289K ﹤0.01%
38,807
-1,573
5237
$289K ﹤0.01%
8,797
+7,069
5238
$289K ﹤0.01%
16,527
+15,278
5239
$289K ﹤0.01%
30,889
+28,685
5240
$288K ﹤0.01%
12,906
-6,236
5241
$287K ﹤0.01%
7,736
-2,399,854
5242
$287K ﹤0.01%
85,501
-62,422
5243
$287K ﹤0.01%
19,013
+9,310
5244
$287K ﹤0.01%
35,770
-177
5245
$286K ﹤0.01%
6,451
+182
5246
$286K ﹤0.01%
8,453
+6,078
5247
$286K ﹤0.01%
17,548
+16,582
5248
$285K ﹤0.01%
18,758
+14,491
5249
$284K ﹤0.01%
26,066
-159
5250
$284K ﹤0.01%
+26,271
208 209
210
211 212