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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
5251
$283K ﹤0.01%
7,229
+3,375
5252
$283K ﹤0.01%
14,636
+12,910
5253
$283K ﹤0.01%
11,798
-5,158,304
5254
$282K ﹤0.01%
27,906
+18,371
5255
$281K ﹤0.01%
14,062
+4,112
5256
$281K ﹤0.01%
4,355
+3,325
5257
$281K ﹤0.01%
42,134
+10,530
5258
$281K ﹤0.01%
2,659
+765
5259
$280K ﹤0.01%
23,371
+6,215
5260
$279K ﹤0.01%
12,615
+7,918
5261
$278K ﹤0.01%
51,211
-121,040
5262
$278K ﹤0.01%
18,731
+8,398
5263
$278K ﹤0.01%
21,495
-7
5264
$277K ﹤0.01%
20,647
+7,921
5265
$277K ﹤0.01%
25,795
-943,276
5266
$276K ﹤0.01%
40,118
+241
5267
$275K ﹤0.01%
31,980
5268
$275K ﹤0.01%
15,554
+11,258
5269
$274K ﹤0.01%
5,184
-867
5270
$273K ﹤0.01%
+21,345
5271
$271K ﹤0.01%
21,104
+18,878
5272
$271K ﹤0.01%
8,792
+5,019
5273
$271K ﹤0.01%
9,684
+4,925
5274
$271K ﹤0.01%
31,188
+24,992
5275
$270K ﹤0.01%
12,707
+574
209 210
211
212 213