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
5601
$142K ﹤0.01%
+3,871
5602
$142K ﹤0.01%
3,291
+2,774
5603
$142K ﹤0.01%
736
+175
5604
$141K ﹤0.01%
41,900
+14,000
5605
$141K ﹤0.01%
5,726
+3,181
5606
$140K ﹤0.01%
13,131
+12,970
5607
$139K ﹤0.01%
11,391
+1,266
5608
$139K ﹤0.01%
7,433
+2,640
5609
$138K ﹤0.01%
18
+17
5610
$138K ﹤0.01%
+3,803
5611
$138K ﹤0.01%
3,752
-4,000
5612
$138K ﹤0.01%
5,857
-2,995
5613
$138K ﹤0.01%
3,380
-987
5614
$138K ﹤0.01%
21,412
+19,623
5615
$138K ﹤0.01%
2,868
+1,897
5616
$138K ﹤0.01%
86,904
+33,900
5617
$137K ﹤0.01%
15,356
+11,597
5618
$137K ﹤0.01%
7,204
-9,870
5619
$136K ﹤0.01%
48,747
+19,203
5620
$136K ﹤0.01%
33,302
-16,904
5621
$136K ﹤0.01%
4,648
5622
$136K ﹤0.01%
2,776
5623
$135K ﹤0.01%
37,943
+5,197
5624
$134K ﹤0.01%
5,504
+5,270
5625
$134K ﹤0.01%
11,159
+2,158
223 224
225
226 227