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
1601
$24.8M ﹤0.01%
1,693,084
-60,533
1602
$24.7M ﹤0.01%
556,237
+2,001
1603
$24.7M ﹤0.01%
742,801
-11,769
1604
$24.7M ﹤0.01%
1,573,105
+1,333,212
1605
$24.7M ﹤0.01%
615,548
+121,429
1606
$24.7M ﹤0.01%
43,990
+26,146
1607
$24.6M ﹤0.01%
309,728
+175,516
1608
$24.6M ﹤0.01%
294,177
+250,032
1609
$24.6M ﹤0.01%
631,453
-91,990
1610
$24.6M ﹤0.01%
920,162
+335,985
1611
$24.5M ﹤0.01%
154,060
+7,222
1612
$24.5M ﹤0.01%
158,816
-6,844
1613
$24.4M ﹤0.01%
927,023
+26,813
1614
$24.4M ﹤0.01%
351,793
+41,246
1615
$24.3M ﹤0.01%
910,556
-20,432
1616
$24.3M ﹤0.01%
249,718
+45,874
1617
$24.3M ﹤0.01%
1,432,150
+692,756
1618
$24.2M ﹤0.01%
427,229
+71,237
1619
$24.2M ﹤0.01%
2,507,955
+14,762
1620
$24.2M ﹤0.01%
293,447
+2,957
1621
$24.1M ﹤0.01%
657,777
+231,398
1622
$24.1M ﹤0.01%
1,567,619
+1,407,707
1623
$24.1M ﹤0.01%
1,494,447
-31,640
1624
$24.1M ﹤0.01%
503,622
+271,626
1625
$24M ﹤0.01%
545,853
-53,807
63 64
65
66 67