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
1576
$25.6M ﹤0.01%
273,696
+77,984
1577
$25.5M ﹤0.01%
1,985,867
-125,182
1578
$25.5M ﹤0.01%
1,698,898
+1,309,153
1579
$25.5M ﹤0.01%
311,236
+91,061
1580
$25.5M ﹤0.01%
1,807,685
+31,135
1581
$25.4M ﹤0.01%
476,895
+10,269
1582
$25.4M ﹤0.01%
243,515
-8,470
1583
$25.4M ﹤0.01%
1,728,523
+103,125
1584
$25.3M ﹤0.01%
576,525
+557,669
1585
$25.3M ﹤0.01%
199,914
-125,649
1586
$25.2M ﹤0.01%
112,731
+63,691
1587
$25.2M ﹤0.01%
1,419,766
+38,298
1588
$25.2M ﹤0.01%
309,171
+209,835
1589
$25.2M ﹤0.01%
425,910
+128,564
1590
$25.2M ﹤0.01%
1,084,579
-76,621
1591
$25.1M ﹤0.01%
2,118,531
-16,095
1592
$25.1M ﹤0.01%
2,087,914
+1,627,205
1593
$25M ﹤0.01%
1,179,229
+840,759
1594
$25M ﹤0.01%
666,001
+179,914
1595
$25M ﹤0.01%
1,198,590
+241,649
1596
$24.9M ﹤0.01%
1,998,979
+40,698
1597
$24.9M ﹤0.01%
924,335
-511,966
1598
$24.9M ﹤0.01%
2,122,168
+501,604
1599
$24.8M ﹤0.01%
219,002
+38,415
1600
$24.8M ﹤0.01%
301,315
+129,131
62 63
64
65 66