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
5426
$202K ﹤0.01%
41,150
+30,292
5427
$201K ﹤0.01%
15,422
+4,952
5428
$201K ﹤0.01%
38,248
+32,604
5429
$199K ﹤0.01%
37,541
+4,838
5430
$199K ﹤0.01%
14,536
+5,997
5431
$198K ﹤0.01%
60,363
+23,155
5432
$198K ﹤0.01%
33
+19
5433
$197K ﹤0.01%
26,215
+23,012
5434
$197K ﹤0.01%
781
+548
5435
$197K ﹤0.01%
9,832
+4,582
5436
$197K ﹤0.01%
8,619
-1,543
5437
$197K ﹤0.01%
30,740
+10,089
5438
$196K ﹤0.01%
30,317
+25,510
5439
$195K ﹤0.01%
24,839
+21,935
5440
$195K ﹤0.01%
13,460
-6,434
5441
$195K ﹤0.01%
11,358
-20,530
5442
$194K ﹤0.01%
12,381
+6,311
5443
$194K ﹤0.01%
38,138
-22,408
5444
$194K ﹤0.01%
5,940
+4,243
5445
$194K ﹤0.01%
12,448
+6,564
5446
$193K ﹤0.01%
10,669
+5,802
5447
$193K ﹤0.01%
14,550
+7,750
5448
$192K ﹤0.01%
13,618
+11,726
5449
$192K ﹤0.01%
34,788
+12,092
5450
$191K ﹤0.01%
+90
216 217
218
219 220