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
1676
$22.6M ﹤0.01%
470,353
+231,462
1677
$22.6M ﹤0.01%
874,547
+314,369
1678
$22.6M ﹤0.01%
472,558
-367
1679
$22.5M ﹤0.01%
629,396
+432,573
1680
$22.5M ﹤0.01%
832,767
-76,305
1681
$22.5M ﹤0.01%
799,672
+609,403
1682
$22.5M ﹤0.01%
293,089
+50,481
1683
$22.5M ﹤0.01%
1,546,924
+521,181
1684
$22.4M ﹤0.01%
348,444
+89,705
1685
$22.4M ﹤0.01%
134,970
+88,691
1686
$22.4M ﹤0.01%
143,965
-1,262
1687
$22.3M ﹤0.01%
387,432
+339,459
1688
$22.3M ﹤0.01%
1,599,906
+473,906
1689
$22.3M ﹤0.01%
1,047,083
+829,663
1690
$22.3M ﹤0.01%
943,819
+85,103
1691
$22.3M ﹤0.01%
2,243,289
-1,960,084
1692
$22.3M ﹤0.01%
314,371
+98,712
1693
$22.3M ﹤0.01%
3,187,080
+2,766,079
1694
$22.3M ﹤0.01%
1,219,391
+57,957
1695
$22.3M ﹤0.01%
714,618
+496,665
1696
$22.3M ﹤0.01%
7,882,082
+4,369,804
1697
$22.3M ﹤0.01%
521,200
+935
1698
$22.2M ﹤0.01%
1,244,512
+256,795
1699
$22.2M ﹤0.01%
227,458
+103,042
1700
$22.1M ﹤0.01%
243,824
+75,932
66 67
68
69 70