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
6251
$19K ﹤0.01%
788
+407
6252
$19K ﹤0.01%
813
-2,964
6253
$19K ﹤0.01%
4,260
-469
6254
$19K ﹤0.01%
623
+548
6255
$19K ﹤0.01%
+270
6256
$19K ﹤0.01%
2,492
+1,492
6257
$19K ﹤0.01%
1,000
6258
$19K ﹤0.01%
1,591
-1,237
6259
$19K ﹤0.01%
3,469
6260
$19K ﹤0.01%
253
+213
6261
$19K ﹤0.01%
+250
6262
$19K ﹤0.01%
1,267
-110
6263
$19K ﹤0.01%
4,020
-30
6264
$19K ﹤0.01%
5,237
+6
6265
– –
0
6266
$18K ﹤0.01%
+1,704
6267
$18K ﹤0.01%
2,676
+305
6268
$18K ﹤0.01%
1,013
+859
6269
$18K ﹤0.01%
1,244
+888
6270
$18K ﹤0.01%
6,340
6271
$18K ﹤0.01%
774
6272
$18K ﹤0.01%
170
+4
6273
$18K ﹤0.01%
636
6274
$18K ﹤0.01%
1,250
6275
$18K ﹤0.01%
+8,500
249 250
251
252 253