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
5751
$98K ﹤0.01%
2,480
+360
5752
$98K ﹤0.01%
7,442
-500
5753
$98K ﹤0.01%
2,847
5754
$98K ﹤0.01%
8,076
+5,328
5755
$97K ﹤0.01%
2,887
+2,327
5756
$97K ﹤0.01%
1,415
+900
5757
$97K ﹤0.01%
+9,490
5758
$97K ﹤0.01%
11,458
+10,610
5759
$96K ﹤0.01%
3,283
+2,480
5760
$96K ﹤0.01%
+9,238
5761
$96K ﹤0.01%
2,958
+2,627
5762
$95K ﹤0.01%
5,168
-22,037
5763
$95K ﹤0.01%
1,006
+925
5764
$95K ﹤0.01%
11,775
-200
5765
$95K ﹤0.01%
20,549
+13,829
5766
$95K ﹤0.01%
113
+16
5767
$94K ﹤0.01%
4,816
+4,213
5768
$94K ﹤0.01%
6,481
+4,126
5769
$94K ﹤0.01%
+3,250
5770
$94K ﹤0.01%
+1,905
5771
$94K ﹤0.01%
3,285
5772
$93K ﹤0.01%
2,000
5773
$93K ﹤0.01%
11,595
-25,088
5774
$93K ﹤0.01%
+3,500
5775
$93K ﹤0.01%
5,474
+2,141
229 230
231
232 233