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
1701
$22.1M ﹤0.01%
182,510
+114,609
1702
$22.1M ﹤0.01%
36,598
+25,213
1703
$22.1M ﹤0.01%
836,273
+101,004
1704
$22M ﹤0.01%
695,690
+173,929
1705
$22M ﹤0.01%
112,820
+23,764
1706
$22M ﹤0.01%
223,954
+4,416
1707
$22M ﹤0.01%
227,218
+42,613
1708
$21.9M ﹤0.01%
508,629
+185,257
1709
$21.9M ﹤0.01%
2,167,208
+505,376
1710
$21.9M ﹤0.01%
225,863
+86,771
1711
$21.9M ﹤0.01%
503,763
-274,348
1712
$21.9M ﹤0.01%
479,758
+64,108
1713
$21.9M ﹤0.01%
1,989,869
+1,981,561
1714
$21.8M ﹤0.01%
936,853
+29,437
1715
$21.8M ﹤0.01%
1,261,858
+49,882
1716
$21.8M ﹤0.01%
3,611,767
-2,348,230
1717
$21.8M ﹤0.01%
843,863
+526,929
1718
$21.8M ﹤0.01%
366,963
+218,347
1719
$21.8M ﹤0.01%
572,876
+9,920
1720
$21.8M ﹤0.01%
536,242
-324,339
1721
$21.8M ﹤0.01%
1,238,767
+1,157,060
1722
$21.7M ﹤0.01%
228,980
+59,035
1723
$21.7M ﹤0.01%
286,896
+114,831
1724
$21.7M ﹤0.01%
1,275,850
+277,440
1725
$21.7M ﹤0.01%
1,750,438
+55,986
67 68
69
70 71