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
5901
$65K ﹤0.01%
2,000
5902
$64K ﹤0.01%
1,023
-2,888
5903
$64K ﹤0.01%
4,179
+3,487
5904
$64K ﹤0.01%
1,425
+1,252
5905
$64K ﹤0.01%
66,600
5906
$63K ﹤0.01%
2,000
5907
$63K ﹤0.01%
3,538
-2,546
5908
$63K ﹤0.01%
8,886
+8,132
5909
$63K ﹤0.01%
4,610
-1,635
5910
$63K ﹤0.01%
670
+150
5911
$63K ﹤0.01%
349
+150
5912
$63K ﹤0.01%
238
-23,955
5913
$63K ﹤0.01%
4,238
+2,774
5914
$62K ﹤0.01%
3,472
-517
5915
$62K ﹤0.01%
4,847
+1,798
5916
$62K ﹤0.01%
6,015
+465
5917
$61K ﹤0.01%
2,285
5918
$61K ﹤0.01%
+1,200
5919
$61K ﹤0.01%
1,874
-365
5920
$61K ﹤0.01%
2,228
5921
$61K ﹤0.01%
4,398
-40
5922
$61K ﹤0.01%
2,973
+1,428
5923
$61K ﹤0.01%
4,539
-719
5924
$61K ﹤0.01%
467
-486
5925
$61K ﹤0.01%
2,178
+1,921
235 236
237
238 239