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
5626
$133K ﹤0.01%
8,118
-3,137
5627
$133K ﹤0.01%
24,705
+14,735
5628
$132K ﹤0.01%
13,357
+11,332
5629
$132K ﹤0.01%
18,737
+17,448
5630
$132K ﹤0.01%
6,919
-13,766
5631
$132K ﹤0.01%
8,781
+8,132
5632
$132K ﹤0.01%
19,564
+16,456
5633
$131K ﹤0.01%
+11,418
5634
$130K ﹤0.01%
+5,000
5635
$130K ﹤0.01%
23,567
+23,525
5636
$129K ﹤0.01%
+71
5637
$129K ﹤0.01%
16
+7
5638
$129K ﹤0.01%
26,931
+8,602
5639
$129K ﹤0.01%
18,674
+15,190
5640
$129K ﹤0.01%
16,084
+5,162
5641
$129K ﹤0.01%
808
+737
5642
$127K ﹤0.01%
25,127
+18,227
5643
$127K ﹤0.01%
8,033
+7,033
5644
$127K ﹤0.01%
5,661
+3,894
5645
$127K ﹤0.01%
27,480
+23,974
5646
$126K ﹤0.01%
2,454
+1,695
5647
$126K ﹤0.01%
3,598
+213
5648
$126K ﹤0.01%
5,319
+544
5649
$126K ﹤0.01%
47,391
-362,788
5650
$125K ﹤0.01%
3,211
-1,206
224 225
226
227 228