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
1901
$17.8M ﹤0.01%
960,790
+395,866
1902
$17.8M ﹤0.01%
653,105
+434,580
1903
$17.8M ﹤0.01%
288,709
+24,681
1904
$17.8M ﹤0.01%
811,964
+81,948
1905
$17.8M ﹤0.01%
170,634
+97,856
1906
$17.8M ﹤0.01%
438,450
+14,520
1907
$17.8M ﹤0.01%
346,425
+504
1908
$17.8M ﹤0.01%
571,508
+257,050
1909
$17.8M ﹤0.01%
90,487
+3,369
1910
$17.7M ﹤0.01%
260,391
-33,707
1911
$17.7M ﹤0.01%
129,099
+60,590
1912
$17.7M ﹤0.01%
396,444
-59,165
1913
$17.7M ﹤0.01%
679,652
+42,779
1914
$17.7M ﹤0.01%
67,627
+27,678
1915
$17.7M ﹤0.01%
976,135
+826,017
1916
$17.7M ﹤0.01%
473,730
+35,092
1917
$17.6M ﹤0.01%
407,816
+341,913
1918
$17.6M ﹤0.01%
2,557,298
+19,565
1919
$17.6M ﹤0.01%
397,083
-128,561
1920
$17.6M ﹤0.01%
1,419,828
+26,933
1921
$17.6M ﹤0.01%
282,423
+78,393
1922
$17.6M ﹤0.01%
766,059
-17,226
1923
$17.6M ﹤0.01%
911,479
+694,555
1924
$17.5M ﹤0.01%
1,811,660
+132,883
1925
$17.5M ﹤0.01%
146,144
-9,237
75 76
77
78 79