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
6126
$31K ﹤0.01%
7,600
+7,200
6127
$31K ﹤0.01%
47,665
-206,012
6128
$31K ﹤0.01%
+2,040
6129
$31K ﹤0.01%
600
6130
$31K ﹤0.01%
1,160
6131
$31K ﹤0.01%
1,025
6132
$31K ﹤0.01%
+3,000
6133
$31K ﹤0.01%
348
6134
$31K ﹤0.01%
1,044
6135
$30K ﹤0.01%
+2,840
6136
$30K ﹤0.01%
2,609
+2,000
6137
$30K ﹤0.01%
3,292
-25
6138
$30K ﹤0.01%
3,241
+343
6139
$30K ﹤0.01%
5,704
+3,524
6140
$30K ﹤0.01%
7,484
6141
$30K ﹤0.01%
1
6142
$30K ﹤0.01%
+2,929
6143
$30K ﹤0.01%
110,471
+44,471
6144
$30K ﹤0.01%
+2,752
6145
$30K ﹤0.01%
+2,905
6146
– –
-2
6147
$29K ﹤0.01%
378
-772
6148
$29K ﹤0.01%
3,200
-65
6149
$29K ﹤0.01%
8,765
-3,635
6150
$29K ﹤0.01%
1,544
+365
244 245
246
247 248