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
1726
$21.7M ﹤0.01%
1,082,291
+748,468
1727
$21.7M ﹤0.01%
359,854
+273,333
1728
$21.7M ﹤0.01%
2,000,000
1729
$21.7M ﹤0.01%
5,900,535
+3,766,368
1730
$21.6M ﹤0.01%
324,237
+71,586
1731
$21.6M ﹤0.01%
2,681,325
+423,179
1732
$21.6M ﹤0.01%
188,504
+29,736
1733
$21.6M ﹤0.01%
540,241
+239,768
1734
$21.6M ﹤0.01%
1,440,128
+42,579
1735
$21.6M ﹤0.01%
576,135
-46,996
1736
$21.6M ﹤0.01%
656,795
+179,445
1737
$21.6M ﹤0.01%
885,021
+486,973
1738
$21.6M ﹤0.01%
254,075
+97,766
1739
$21.5M ﹤0.01%
506,488
+55,694
1740
$21.5M ﹤0.01%
227,208
+113,876
1741
$21.5M ﹤0.01%
303,965
+134,037
1742
$21.5M ﹤0.01%
394,642
+75,015
1743
$21.5M ﹤0.01%
729,238
+48,586
1744
$21.4M ﹤0.01%
508,994
+152,691
1745
$21.4M ﹤0.01%
409,862
+167,364
1746
$21.4M ﹤0.01%
671,427
+264,685
1747
$21.4M ﹤0.01%
425,656
+389,715
1748
$21.4M ﹤0.01%
366,080
+164,409
1749
$21.3M ﹤0.01%
516,813
-235,389
1750
$21.3M ﹤0.01%
543,353
-287,770
68 69
70
71 72