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
1651
$23.4M ﹤0.01%
294,098
-76,881
1652
$23.3M ﹤0.01%
1,203,617
+189,427
1653
$23.3M ﹤0.01%
1,294,261
-20,557
1654
$23.2M ﹤0.01%
194,037
+158,478
1655
$23.2M ﹤0.01%
976,548
+810,231
1656
$23.1M ﹤0.01%
1,591,546
-204,891
1657
$23.1M ﹤0.01%
371,207
-244,853
1658
$23.1M ﹤0.01%
922,994
+43,772
1659
$23.1M ﹤0.01%
4,036,805
-499,971
1660
$23M ﹤0.01%
82,459
+31,781
1661
$23M ﹤0.01%
563,742
-85,172
1662
$23M ﹤0.01%
394,082
-548,556
1663
$23M ﹤0.01%
1,749,814
+556,851
1664
$22.9M ﹤0.01%
1,010,698
-19,885
1665
$22.9M ﹤0.01%
322,052
-13,320
1666
$22.9M ﹤0.01%
304,166
+62,621
1667
$22.9M ﹤0.01%
990,344
+15,070
1668
$22.9M ﹤0.01%
190,514
+55,999
1669
$22.8M ﹤0.01%
1,642,084
+353,663
1670
$22.7M ﹤0.01%
1,043,612
+15,729
1671
$22.7M ﹤0.01%
842,173
+708,099
1672
$22.7M ﹤0.01%
3,657,393
-815,170
1673
$22.7M ﹤0.01%
530,132
+451,945
1674
$22.7M ﹤0.01%
334,354
-12,205
1675
$22.6M ﹤0.01%
1,511,222
+864,179
65 66
67
68 69