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
1476
$29.7M ﹤0.01%
879,460
-169,234
1477
$29.5M ﹤0.01%
791,108
+171,115
1478
$29.5M ﹤0.01%
242,526
+159,993
1479
$29.4M ﹤0.01%
921,359
+73,167
1480
$29.4M ﹤0.01%
3,105,952
+2,689,783
1481
$29.3M ﹤0.01%
87,588
-23,410
1482
$29.3M ﹤0.01%
619,257
+4,206
1483
$29.3M ﹤0.01%
578,027
+162,435
1484
$29.3M ﹤0.01%
371,779
+19,209
1485
$29.2M ﹤0.01%
+1,355,936
1486
$29.2M ﹤0.01%
298,763
+198,605
1487
$29.1M ﹤0.01%
1,499,809
+126,732
1488
$29.1M ﹤0.01%
605,730
+349,942
1489
$29.1M ﹤0.01%
293,781
+141,395
1490
$29M ﹤0.01%
5,387,488
+5,092,210
1491
$29M ﹤0.01%
804,534
+508,830
1492
$29M ﹤0.01%
943,855
+703,717
1493
$28.9M ﹤0.01%
1,130,276
+637,218
1494
$28.9M ﹤0.01%
517,106
+232,095
1495
$28.9M ﹤0.01%
1,297,460
+116,228
1496
$28.8M ﹤0.01%
2,810,210
+201,933
1497
$28.8M ﹤0.01%
181,647
+14,378
1498
$28.8M ﹤0.01%
557,580
+47,417
1499
$28.7M ﹤0.01%
1,369,408
+521,904
1500
$28.6M ﹤0.01%
201,453
+169,639
58 59
60
61 62