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
5276
$270K ﹤0.01%
26,757
-876
5277
$270K ﹤0.01%
+23,794
5278
$269K ﹤0.01%
5,649
-56,228
5279
$269K ﹤0.01%
2,427
+1,346
5280
$269K ﹤0.01%
+10,000
5281
$269K ﹤0.01%
123,876
-1,131,549
5282
$268K ﹤0.01%
29,651
-7,019
5283
$268K ﹤0.01%
7,983
+6,688
5284
$267K ﹤0.01%
21,380
+2,100
5285
$267K ﹤0.01%
+16,532
5286
$266K ﹤0.01%
+851
5287
$266K ﹤0.01%
15,124
+7,304
5288
$264K ﹤0.01%
7,933
+6,838
5289
$263K ﹤0.01%
+6,372
5290
$262K ﹤0.01%
8,542
-858
5291
$261K ﹤0.01%
25,150
+19,074
5292
$261K ﹤0.01%
18,951
-1,024
5293
$261K ﹤0.01%
27,593
-7,403
5294
$261K ﹤0.01%
152,291
+71,177
5295
$261K ﹤0.01%
4,043
+2,098
5296
$260K ﹤0.01%
6,117
-65
5297
$260K ﹤0.01%
13,103
+364
5298
$260K ﹤0.01%
15,825
-31,219
5299
$260K ﹤0.01%
109,344
+61,264
5300
$259K ﹤0.01%
735
-1,071
210 211
212
213 214