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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
6201
$23K ﹤0.01%
+423
6202
$23K ﹤0.01%
+14
6203
$23K ﹤0.01%
471
+80
6204
$23K ﹤0.01%
9,392
-2,000
6205
$23K ﹤0.01%
260
6206
$23K ﹤0.01%
349
-400
6207
$23K ﹤0.01%
135
+133
6208
$23K ﹤0.01%
+13,000
6209
$22K ﹤0.01%
805
+385
6210
$22K ﹤0.01%
5,318
+3,895
6211
– –
0
6212
$22K ﹤0.01%
8,086
-5,322
6213
$22K ﹤0.01%
+2,248
6214
$22K ﹤0.01%
698
6215
$22K ﹤0.01%
7,798
+5,555
6216
– –
0
6217
$22K ﹤0.01%
356
-1,841
6218
$22K ﹤0.01%
1,200
6219
$22K ﹤0.01%
708
-96
6220
$22K ﹤0.01%
+4,928
6221
$22K ﹤0.01%
+2,167
6222
$22K ﹤0.01%
+2,055
6223
$22K ﹤0.01%
10,250
+2,500
6224
$22K ﹤0.01%
+10,000
6225
$22K ﹤0.01%
865
+764
247 248
249
250 251