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
1626
$24M ﹤0.01%
947,674
+938,873
1627
$24M ﹤0.01%
943,222
+739,727
1628
$24M ﹤0.01%
758,240
+652,457
1629
$24M ﹤0.01%
1,380,113
-146,940
1630
$23.9M ﹤0.01%
1,891,642
-93,271
1631
$23.9M ﹤0.01%
423,135
+231,047
1632
$23.9M ﹤0.01%
+919,883
1633
$23.9M ﹤0.01%
150,350
+21,942
1634
$23.8M ﹤0.01%
1,670,092
-30,475
1635
$23.8M ﹤0.01%
3,092,360
+498,196
1636
$23.8M ﹤0.01%
181,802
+92,769
1637
$23.8M ﹤0.01%
2,003,187
-1,133,169
1638
$23.7M ﹤0.01%
545,351
-10,179
1639
$23.7M ﹤0.01%
271,156
+41,759
1640
$23.7M ﹤0.01%
1,346,218
+32,244
1641
$23.7M ﹤0.01%
1,857,735
+1,576,597
1642
$23.6M ﹤0.01%
1,748,448
+268,280
1643
$23.6M ﹤0.01%
647,559
+63,165
1644
$23.6M ﹤0.01%
2,423,068
-61,937
1645
$23.5M ﹤0.01%
2,780,332
+15,763
1646
$23.5M ﹤0.01%
1,076,259
+48,505
1647
$23.5M ﹤0.01%
486,229
-221,300
1648
$23.5M ﹤0.01%
1,811,394
+268,568
1649
$23.4M ﹤0.01%
300,912
-7,605
1650
$23.4M ﹤0.01%
753,193
-153,011
64 65
66
67 68