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
1776
$20.8M ﹤0.01%
288,793
+82,086
1777
$20.8M ﹤0.01%
461,201
+139,970
1778
$20.8M ﹤0.01%
560,776
+364,504
1779
$20.7M ﹤0.01%
459,907
-46,999
1780
$20.6M ﹤0.01%
244,349
+1,444
1781
$20.6M ﹤0.01%
3,086,393
-480,207
1782
$20.6M ﹤0.01%
3,544,597
+202,491
1783
$20.6M ﹤0.01%
857,210
+359,093
1784
$20.5M ﹤0.01%
113,154
+45,539
1785
$20.4M ﹤0.01%
616,421
+194,325
1786
$20.4M ﹤0.01%
5,109,444
+2,068,753
1787
$20.4M ﹤0.01%
1,399,105
+166,621
1788
$20.4M ﹤0.01%
412,472
-52,856
1789
$20.3M ﹤0.01%
819,496
+568,555
1790
$20.3M ﹤0.01%
1,869,246
+419,919
1791
$20.3M ﹤0.01%
374,264
-17,216
1792
$20.3M ﹤0.01%
515,081
+351,588
1793
$20.1M ﹤0.01%
645,172
-75,997
1794
$20.1M ﹤0.01%
603,098
+171,121
1795
$20.1M ﹤0.01%
408,989
+126,095
1796
$20.1M ﹤0.01%
1,222,199
+826,294
1797
$20.1M ﹤0.01%
437,928
-34,797
1798
$20M ﹤0.01%
213,145
+21,700
1799
$20M ﹤0.01%
464,459
+256,251
1800
$20M ﹤0.01%
84,355
+21,702
70 71
72
73 74