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
1551
$26.7M ﹤0.01%
1,520,490
-2,425,081
1552
$26.7M ﹤0.01%
1,047,333
+592,694
1553
$26.7M ﹤0.01%
940,777
-36,477
1554
$26.7M ﹤0.01%
614,278
-1,150
1555
$26.7M ﹤0.01%
338,925
+70,954
1556
$26.6M ﹤0.01%
2,329,345
+46,876
1557
$26.6M ﹤0.01%
173,538
-27,154
1558
$26.3M ﹤0.01%
234,241
+166,963
1559
$26.2M ﹤0.01%
411,032
+68,720
1560
$26.2M ﹤0.01%
791,903
+69,192
1561
$26.2M ﹤0.01%
185,116
-11,211
1562
$26.1M ﹤0.01%
44,844
+9,946
1563
$26.1M ﹤0.01%
886,906
-405,589
1564
$26M ﹤0.01%
294,666
+213,762
1565
$25.9M ﹤0.01%
1,173,715
+264,146
1566
$25.9M ﹤0.01%
497,437
+83,054
1567
$25.9M ﹤0.01%
1,393,175
+505,070
1568
$25.8M ﹤0.01%
748,706
+67,076
1569
$25.8M ﹤0.01%
525,321
+316,027
1570
$25.8M ﹤0.01%
926,836
+115,936
1571
$25.7M ﹤0.01%
258,402
+116,422
1572
$25.7M ﹤0.01%
120,554
+67,845
1573
$25.7M ﹤0.01%
1,846,166
+1,611,418
1574
$25.6M ﹤0.01%
680,345
+57,431
1575
$25.6M ﹤0.01%
3,028,505
+1,993,143
61 62
63
64 65