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
5376
$224K ﹤0.01%
20,815
+14,713
5377
$224K ﹤0.01%
5,278
-5,962
5378
$223K ﹤0.01%
+19,700
5379
$223K ﹤0.01%
31,862
+29,531
5380
$222K ﹤0.01%
987
+383
5381
$221K ﹤0.01%
14,800
5382
$221K ﹤0.01%
35,303
+566
5383
$219K ﹤0.01%
1,890
+179
5384
$219K ﹤0.01%
51,752
-8,207
5385
$219K ﹤0.01%
103,632
-15,930
5386
$219K ﹤0.01%
19,693
-45,161
5387
$218K ﹤0.01%
9,607
-6,649
5388
$217K ﹤0.01%
15,992
+11,955
5389
$217K ﹤0.01%
14,073
+7,272
5390
$217K ﹤0.01%
16,484
-322
5391
$217K ﹤0.01%
7,538
-27,793
5392
$215K ﹤0.01%
4,549
-50
5393
$215K ﹤0.01%
17,011
-1,832
5394
$215K ﹤0.01%
1,615
+1,612
5395
$215K ﹤0.01%
30,166
-9,216
5396
$214K ﹤0.01%
14,421
-1,000
5397
$213K ﹤0.01%
9,095
+3,557
5398
$213K ﹤0.01%
3,113
+2,679
5399
$213K ﹤0.01%
17,000
+9,700
5400
$213K ﹤0.01%
111,095
+102,292
214 215
216
217 218