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
1801
$20M ﹤0.01%
844,734
-156,198
1802
$20M ﹤0.01%
2,220,869
-362,773
1803
$20M ﹤0.01%
423,514
-102,933
1804
$19.9M ﹤0.01%
130,834
-149,891
1805
$19.9M ﹤0.01%
354,255
+290,532
1806
$19.9M ﹤0.01%
3,557,664
+1,017,332
1807
$19.9M ﹤0.01%
544,146
+268,500
1808
$19.9M ﹤0.01%
517,779
+408,081
1809
$19.9M ﹤0.01%
427,275
-845,943
1810
$19.9M ﹤0.01%
244,329
+139,355
1811
$19.8M ﹤0.01%
390,747
+228,801
1812
$19.8M ﹤0.01%
882,035
+545,369
1813
$19.8M ﹤0.01%
206,146
+103,189
1814
$19.8M ﹤0.01%
82,221
+1,621
1815
$19.8M ﹤0.01%
299,938
+201,350
1816
$19.8M ﹤0.01%
142,147
+70,952
1817
$19.7M ﹤0.01%
189,764
+66,961
1818
$19.7M ﹤0.01%
3,970,834
-1,198,417
1819
$19.6M ﹤0.01%
258,156
+135,016
1820
$19.6M ﹤0.01%
623,498
+550,554
1821
$19.6M ﹤0.01%
480,224
+455,373
1822
$19.6M ﹤0.01%
1,622,925
+1,144,650
1823
$19.6M ﹤0.01%
680,057
+448,788
1824
$19.5M ﹤0.01%
507,734
+315,211
1825
$19.5M ﹤0.01%
349,718
+184,022
71 72
73
74 75