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
5926
$61K ﹤0.01%
10,317
+8,317
5927
$60K ﹤0.01%
+2,000
5928
$60K ﹤0.01%
2,420
-891
5929
$60K ﹤0.01%
4,204
+3,401
5930
$60K ﹤0.01%
2,914
-1,089
5931
$60K ﹤0.01%
5,725
+900
5932
$60K ﹤0.01%
19,502
+5,608
5933
$59K ﹤0.01%
7,513
+1,680
5934
$59K ﹤0.01%
2,272
+2,072
5935
$59K ﹤0.01%
2,253
+1,289
5936
$59K ﹤0.01%
+8,252
5937
$59K ﹤0.01%
51,018
+41,822
5938
$59K ﹤0.01%
3,673
+2,000
5939
$58K ﹤0.01%
5,272
5940
$58K ﹤0.01%
+142
5941
$57K ﹤0.01%
1,290
+690
5942
$57K ﹤0.01%
2,342
+1,784
5943
$57K ﹤0.01%
5,254
+3,667
5944
$57K ﹤0.01%
15,543
5945
$57K ﹤0.01%
1,145
+97
5946
$57K ﹤0.01%
7,580
+6,679
5947
$57K ﹤0.01%
+536
5948
$57K ﹤0.01%
+1,765
5949
$57K ﹤0.01%
2,000
5950
$57K ﹤0.01%
795
-250
236 237
238
239 240