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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5576
$148K ﹤0.01%
13,746
-2,354
5577
$148K ﹤0.01%
2,032
+1,985
5578
$147K ﹤0.01%
+22
5579
$147K ﹤0.01%
556
+352
5580
$147K ﹤0.01%
4,256
+3,399
5581
$147K ﹤0.01%
818,296
+100,000
5582
$147K ﹤0.01%
39,864
+33,467
5583
$147K ﹤0.01%
31,558
+29,181
5584
$146K ﹤0.01%
13,542
-1,210
5585
$146K ﹤0.01%
22,775
+13,585
5586
$146K ﹤0.01%
549
-557
5587
$146K ﹤0.01%
511
-89
5588
$145K ﹤0.01%
6,585
+250
5589
$145K ﹤0.01%
+14,348
5590
$144K ﹤0.01%
43,886
+34,854
5591
$144K ﹤0.01%
+354
5592
$144K ﹤0.01%
+4,000
5593
$144K ﹤0.01%
4,230
+984
5594
$143K ﹤0.01%
11,184
+3,264
5595
$143K ﹤0.01%
30,622
+17,314
5596
$143K ﹤0.01%
26,927
-21,910
5597
$143K ﹤0.01%
11,667
+6,050
5598
$143K ﹤0.01%
17,438
-110,658
5599
$142K ﹤0.01%
1,948
+1,922
5600
$142K ﹤0.01%
3,290
+2,233
222 223
224
225 226