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
6051
$39K ﹤0.01%
1,423
+723
6052
$39K ﹤0.01%
1,342
6053
$39K ﹤0.01%
10,195
6054
$39K ﹤0.01%
+1,500
6055
$38K ﹤0.01%
+1,478
6056
$38K ﹤0.01%
+1,250
6057
$38K ﹤0.01%
+59
6058
$38K ﹤0.01%
+1,360
6059
$38K ﹤0.01%
679
-197
6060
$38K ﹤0.01%
35,144
+6,637
6061
$38K ﹤0.01%
2,459
6062
$38K ﹤0.01%
17,846
-17,405
6063
$37K ﹤0.01%
10,626
+9,795
6064
$37K ﹤0.01%
4,090
-4,200
6065
$37K ﹤0.01%
22
+20
6066
$37K ﹤0.01%
10,064
6067
– –
0
6068
$37K ﹤0.01%
1,151
-1,595
6069
$37K ﹤0.01%
1,621
+1,324
6070
$37K ﹤0.01%
1,680
+289
6071
$37K ﹤0.01%
2,196
-1,120
6072
$36K ﹤0.01%
+5,200
6073
$36K ﹤0.01%
353
-651
6074
$36K ﹤0.01%
7,281
+7,278
6075
$36K ﹤0.01%
75
-292
241 242
243
244 245