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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
6301
$16K ﹤0.01%
56
+26
6302
$16K ﹤0.01%
1,300
6303
$16K ﹤0.01%
1,390
-2,309
6304
$16K ﹤0.01%
470
6305
$16K ﹤0.01%
+1,081
6306
$16K ﹤0.01%
743
+22
6307
$16K ﹤0.01%
382
6308
$16K ﹤0.01%
+387
6309
$16K ﹤0.01%
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+700
6310
$16K ﹤0.01%
604
+390
6311
$16K ﹤0.01%
+323
6312
$16K ﹤0.01%
877
6313
$16K ﹤0.01%
+697
6314
$16K ﹤0.01%
250
-300
6315
$16K ﹤0.01%
1,002
-9,248
6316
$16K ﹤0.01%
+1,500
6317
$16K ﹤0.01%
+1,549
6318
$16K ﹤0.01%
+2,200
6319
$16K ﹤0.01%
9,034
6320
$16K ﹤0.01%
+1,869
6321
$16K ﹤0.01%
6,100
+1,000
6322
$15K ﹤0.01%
6,000
+200
6323
$15K ﹤0.01%
25
-7
6324
$15K ﹤0.01%
695
+74
6325
$15K ﹤0.01%
+452
251 252
253
254 255