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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5951
– –
-1
5952
$56K ﹤0.01%
1,375
+239
5953
$56K ﹤0.01%
1,399
+1,236
5954
$56K ﹤0.01%
40,620
-51,353
5955
$56K ﹤0.01%
7,246
+5,400
5956
$55K ﹤0.01%
3,750
+3,000
5957
$55K ﹤0.01%
2,527
+1,337
5958
$55K ﹤0.01%
1,428
-181
5959
$55K ﹤0.01%
+2,362
5960
$55K ﹤0.01%
5,693
+45
5961
$55K ﹤0.01%
25,955
+18,661
5962
$55K ﹤0.01%
8,311
+736
5963
$55K ﹤0.01%
8,480
+1,264
5964
$54K ﹤0.01%
8,728
-891
5965
$54K ﹤0.01%
784
+184
5966
$54K ﹤0.01%
13,054
+5,400
5967
$54K ﹤0.01%
15,000
5968
$54K ﹤0.01%
12,784
-5,131
5969
$53K ﹤0.01%
+3,928
5970
$53K ﹤0.01%
+8,000
5971
$53K ﹤0.01%
5,240
+5,183
5972
$52K ﹤0.01%
+10,492
5973
$52K ﹤0.01%
+1,750
5974
$52K ﹤0.01%
1,200
5975
$52K ﹤0.01%
1,797
-1,361
237 238
239
240 241