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
5551
$157K ﹤0.01%
1,367
+806
5552
$157K ﹤0.01%
10,113
-448
5553
$156K ﹤0.01%
+475
5554
$156K ﹤0.01%
9,850
-342
5555
$156K ﹤0.01%
13,493
+11,478
5556
$156K ﹤0.01%
33,286
+25,239
5557
$155K ﹤0.01%
9,969
-2,114
5558
$155K ﹤0.01%
21,271
-500
5559
$155K ﹤0.01%
+249
5560
$153K ﹤0.01%
48,713
+12,121
5561
$153K ﹤0.01%
5,621
+4,982
5562
$153K ﹤0.01%
34,881
-248,198
5563
$153K ﹤0.01%
5,827
+4,458
5564
$153K ﹤0.01%
8,240
+6,708
5565
$152K ﹤0.01%
9,559
-5,628
5566
$152K ﹤0.01%
8,761
+3,650
5567
$151K ﹤0.01%
4,315
5568
$151K ﹤0.01%
190,584
5569
$150K ﹤0.01%
175,160
+1,944
5570
$150K ﹤0.01%
3,992
+3,356
5571
$150K ﹤0.01%
15,145
+13,388
5572
$149K ﹤0.01%
3,450
+50
5573
$149K ﹤0.01%
18,303
+13,422
5574
$149K ﹤0.01%
22
+2
5575
$149K ﹤0.01%
+12,395
221 222
223
224 225