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
1876
$18.4M ﹤0.01%
219,428
-85,432
1877
$18.3M ﹤0.01%
309,535
+136,954
1878
$18.3M ﹤0.01%
693,105
+428,918
1879
$18.3M ﹤0.01%
612,176
+103,343
1880
$18.3M ﹤0.01%
522,530
+232,959
1881
$18.3M ﹤0.01%
264,152
+34,649
1882
$18.3M ﹤0.01%
588,996
-8,182
1883
$18.3M ﹤0.01%
1,283,846
+118,583
1884
$18.2M ﹤0.01%
189,915
+65,161
1885
$18.2M ﹤0.01%
475,007
+5,427
1886
$18.1M ﹤0.01%
553,328
+31,732
1887
$18.1M ﹤0.01%
166,456
+53,355
1888
$18.1M ﹤0.01%
1,589,785
-169,813
1889
$18M ﹤0.01%
10,932,127
+10,916,106
1890
$18M ﹤0.01%
632,870
+453,172
1891
$18M ﹤0.01%
349,192
+203,690
1892
$18M ﹤0.01%
+353,676
1893
$17.9M ﹤0.01%
634,051
+38,426
1894
$17.9M ﹤0.01%
716,458
-28,180
1895
$17.9M ﹤0.01%
486,766
+202,076
1896
$17.9M ﹤0.01%
896,126
-27,994
1897
$17.9M ﹤0.01%
135,579
-65,203
1898
$17.9M ﹤0.01%
283,858
+70,242
1899
$17.9M ﹤0.01%
78,803
+5,168
1900
$17.9M ﹤0.01%
639,779
+47,720
74 75
76
77 78