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
5501
$174K ﹤0.01%
110,442
+107,232
5502
$174K ﹤0.01%
+15,620
5503
$172K ﹤0.01%
3,445
+189
5504
$172K ﹤0.01%
14,206
+2,348
5505
$171K ﹤0.01%
8,056
-2,456
5506
$171K ﹤0.01%
608
+121
5507
$171K ﹤0.01%
177,603
-2,866,458
5508
$170K ﹤0.01%
21
+2
5509
$170K ﹤0.01%
25,902
+24,638
5510
$169K ﹤0.01%
110,714
+26,676
5511
$169K ﹤0.01%
+16,274
5512
$168K ﹤0.01%
+77,045
5513
$168K ﹤0.01%
3,293
5514
$168K ﹤0.01%
29,687
-989,921
5515
$167K ﹤0.01%
26,087
+11,725
5516
$167K ﹤0.01%
5
+2
5517
$167K ﹤0.01%
8,028
+3,840
5518
$167K ﹤0.01%
10,790
+4,669
5519
$167K ﹤0.01%
11,950
+7,341
5520
$166K ﹤0.01%
8,101
+7,929
5521
$166K ﹤0.01%
5,619
+4,317
5522
$165K ﹤0.01%
27,067
+1,596
5523
$165K ﹤0.01%
344
+71
5524
$164K ﹤0.01%
15,987
+13,210
5525
$163K ﹤0.01%
+7,453
219 220
221
222 223