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
6201
$23K ﹤0.01%
5,438
+3,613
6202
$23K ﹤0.01%
+423
6203
$23K ﹤0.01%
+14
6204
$23K ﹤0.01%
471
+80
6205
$23K ﹤0.01%
9,392
-2,000
6206
$23K ﹤0.01%
260
6207
$23K ﹤0.01%
349
-400
6208
$23K ﹤0.01%
135
+133
6209
$22K ﹤0.01%
865
+764
6210
$22K ﹤0.01%
805
+385
6211
$22K ﹤0.01%
5,318
+3,895
6212
– –
0
6213
$22K ﹤0.01%
8,086
-5,322
6214
$22K ﹤0.01%
+2,248
6215
$22K ﹤0.01%
698
6216
$22K ﹤0.01%
7,798
+5,555
6217
– –
0
6218
$22K ﹤0.01%
356
-1,841
6219
$22K ﹤0.01%
1,200
6220
$22K ﹤0.01%
708
-96
6221
$22K ﹤0.01%
+10,000
6222
$22K ﹤0.01%
+4,928
6223
$22K ﹤0.01%
+2,167
6224
$22K ﹤0.01%
+2,055
6225
$22K ﹤0.01%
10,250
+2,500
247 248
249
250 251