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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
6226
$21K ﹤0.01%
5,479
+4,828
6227
$21K ﹤0.01%
+200
6228
$21K ﹤0.01%
682
6229
$21K ﹤0.01%
5,130
+3,559
6230
$21K ﹤0.01%
3,011
-204
6231
$21K ﹤0.01%
64,725
-72,615
6232
$21K ﹤0.01%
864
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6233
$21K ﹤0.01%
233
+148
6234
$21K ﹤0.01%
33,150
-173
6235
$21K ﹤0.01%
6,000
-147
6236
$21K ﹤0.01%
+2,000
6237
$21K ﹤0.01%
+2,000
6238
$21K ﹤0.01%
7,592
6239
$21K ﹤0.01%
+2,000
6240
$21K ﹤0.01%
+2,000
6241
$21K ﹤0.01%
9,118
+5,035
6242
$21K ﹤0.01%
1,889
6243
$20K ﹤0.01%
640
6244
$20K ﹤0.01%
+1,800
6245
$20K ﹤0.01%
+958
6246
$20K ﹤0.01%
2,236
+2,136
6247
$20K ﹤0.01%
1,008
6248
$20K ﹤0.01%
525
+286
6249
$19K ﹤0.01%
+250
6250
$19K ﹤0.01%
+727
248 249
250
251 252