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
5776
$92K ﹤0.01%
28,845
-33
5777
$92K ﹤0.01%
30,389
+5,497
5778
$92K ﹤0.01%
3,409
5779
$91K ﹤0.01%
8,593
+7,498
5780
$91K ﹤0.01%
18,650
+500
5781
$90K ﹤0.01%
3,481
+2,305
5782
$90K ﹤0.01%
35,450
-9,037
5783
$90K ﹤0.01%
40,642
-109,826
5784
$90K ﹤0.01%
185
+153
5785
$90K ﹤0.01%
27,441
-7,099
5786
$90K ﹤0.01%
37,547
+14,270
5787
$89K ﹤0.01%
1,726
-2,507
5788
$89K ﹤0.01%
9,822
5789
$89K ﹤0.01%
2,615
+373
5790
$89K ﹤0.01%
3,771
+1,358
5791
$89K ﹤0.01%
7,805
+4,816
5792
$88K ﹤0.01%
13,466
+4,985
5793
$88K ﹤0.01%
2,844
-97
5794
$87K ﹤0.01%
12,695
+7,295
5795
$87K ﹤0.01%
736
+693
5796
$87K ﹤0.01%
+7,894
5797
$86K ﹤0.01%
1,520
+895
5798
$86K ﹤0.01%
10,057
-38,994
5799
$86K ﹤0.01%
2,901
+2,716
5800
$86K ﹤0.01%
6,988
-1,281
230 231
232
233 234