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
5851
$75K ﹤0.01%
5,866
+3,948
5852
$75K ﹤0.01%
3,179
+2,783
5853
$75K ﹤0.01%
16,258
+4,447
5854
$74K ﹤0.01%
1,300
5855
$74K ﹤0.01%
+6,260
5856
$73K ﹤0.01%
1,748
+1,533
5857
$73K ﹤0.01%
+2,500
5858
$73K ﹤0.01%
+3
5859
$73K ﹤0.01%
14,847
-1,081
5860
$73K ﹤0.01%
4,068
-1,892
5861
$73K ﹤0.01%
3,481
+3,025
5862
$72K ﹤0.01%
4,500
5863
$72K ﹤0.01%
17,060
5864
$71K ﹤0.01%
4,204
-7,000
5865
$71K ﹤0.01%
3,767
+855
5866
$71K ﹤0.01%
35,373
+12,067
5867
$71K ﹤0.01%
12,398
+93
5868
$71K ﹤0.01%
+9,081
5869
$71K ﹤0.01%
+9,356
5870
$70K ﹤0.01%
12,760
+1,220
5871
$70K ﹤0.01%
648
+598
5872
$70K ﹤0.01%
5,570
+1,078
5873
$70K ﹤0.01%
24,319
5874
$70K ﹤0.01%
57,417
-100,754
5875
$69K ﹤0.01%
22,556
+8,072
233 234
235
236 237