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
1526
$27.5M ﹤0.01%
1,792,441
-4,434
1527
$27.5M ﹤0.01%
722,092
+300,624
1528
$27.4M ﹤0.01%
156,422
+54,303
1529
$27.4M ﹤0.01%
3,821,864
+1,502,435
1530
$27.4M ﹤0.01%
2,132,979
-37,377
1531
$27.4M ﹤0.01%
986,461
+113,512
1532
$27.3M ﹤0.01%
139,279
+78,494
1533
$27.3M ﹤0.01%
1,399,041
+451,404
1534
$27.3M ﹤0.01%
2,289,119
+1,694,791
1535
$27.2M ﹤0.01%
509,483
+23,844
1536
$27.2M ﹤0.01%
508,233
+147,791
1537
$27.2M ﹤0.01%
462,755
-56,563
1538
$27.1M ﹤0.01%
465,350
+355,426
1539
$27.1M ﹤0.01%
257,339
+189,246
1540
$27M ﹤0.01%
985,476
+44,009
1541
$27M ﹤0.01%
146,775
+102,104
1542
$27M ﹤0.01%
879,639
-53,683
1543
$27M ﹤0.01%
225,340
+121,595
1544
$26.9M ﹤0.01%
1,333,176
-1,062,379
1545
$26.9M ﹤0.01%
1,416,295
+1,037,038
1546
$26.9M ﹤0.01%
338,066
+37,028
1547
$26.9M ﹤0.01%
1,176,103
-31,995
1548
$26.8M ﹤0.01%
476,532
+52,858
1549
$26.8M ﹤0.01%
951,481
+124,176
1550
$26.8M ﹤0.01%
2,406,950
+122,574
60 61
62
63 64