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
5326
$249K ﹤0.01%
227
+101
5327
$248K ﹤0.01%
5,864
-3,123
5328
$247K ﹤0.01%
15,712
+9,242
5329
$247K ﹤0.01%
12,978
-1,420
5330
$247K ﹤0.01%
17,987
-33,640
5331
$246K ﹤0.01%
10,202
+7,220
5332
$246K ﹤0.01%
6,793
-44,940
5333
$245K ﹤0.01%
16,663
+5,378
5334
$244K ﹤0.01%
14,020
+4,190
5335
$243K ﹤0.01%
2,790
+2,106
5336
$243K ﹤0.01%
21,298
+1,969
5337
$243K ﹤0.01%
34,729
+730
5338
$242K ﹤0.01%
10,748
+7,852
5339
$242K ﹤0.01%
12,970
-3,418
5340
$242K ﹤0.01%
22,964
-3,507
5341
$242K ﹤0.01%
+22,710
5342
$241K ﹤0.01%
+21,928
5343
$240K ﹤0.01%
5,247
-189
5344
$240K ﹤0.01%
3,059
+2,909
5345
$239K ﹤0.01%
10,397
+7,072
5346
$238K ﹤0.01%
7,345
+7,000
5347
$238K ﹤0.01%
+14,386
5348
$237K ﹤0.01%
2,422
+1,080
5349
$237K ﹤0.01%
+21,019
5350
$237K ﹤0.01%
87,516
+12,130
212 213
214
215 216