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
1751
$21.3M ﹤0.01%
2,355,879
+262,226
1752
$21.3M ﹤0.01%
1,001,611
+121,199
1753
$21.2M ﹤0.01%
519,206
+117,698
1754
$21.2M ﹤0.01%
1,232,654
+1,046,831
1755
$21.2M ﹤0.01%
79,930
-13,469
1756
$21.1M ﹤0.01%
2,690,191
-1,611,391
1757
$21.1M ﹤0.01%
1,214,793
+990,436
1758
$21.1M ﹤0.01%
1,455,239
+401,155
1759
$21.1M ﹤0.01%
257,574
+81,274
1760
$21.1M ﹤0.01%
182,876
+95,368
1761
$21.1M ﹤0.01%
469,619
+51,999
1762
$21.1M ﹤0.01%
271,314
-47,916
1763
$21M ﹤0.01%
407,661
-37,569
1764
$21M ﹤0.01%
109,651
+51,663
1765
$21M ﹤0.01%
263,946
-95,514
1766
$21M ﹤0.01%
456,986
+4,379
1767
$21M ﹤0.01%
355,622
+129,036
1768
$20.9M ﹤0.01%
116,569
+5,520
1769
$20.9M ﹤0.01%
3,518,820
+3,517,018
1770
$20.9M ﹤0.01%
101,049
+101,034
1771
$20.9M ﹤0.01%
41,283
+26,582
1772
$20.9M ﹤0.01%
714,888
-238,377
1773
$20.8M ﹤0.01%
561,394
+1,783
1774
$20.8M ﹤0.01%
966,434
+274,678
1775
$20.8M ﹤0.01%
4,648,367
+2,833,718
69 70
71
72 73