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
1926
$17.5M ﹤0.01%
429,145
+142,902
1927
$17.5M ﹤0.01%
127,269
-3,301
1928
$17.5M ﹤0.01%
208,975
-142,572
1929
$17.5M ﹤0.01%
2,498,140
+1,750,052
1930
$17.5M ﹤0.01%
342,756
+36,866
1931
$17.5M ﹤0.01%
677,523
+62,330
1932
$17.5M ﹤0.01%
259,733
+135,293
1933
$17.4M ﹤0.01%
1,518,630
+404,926
1934
$17.3M ﹤0.01%
117,525
-42,313
1935
$17.3M ﹤0.01%
398,404
+393,886
1936
$17.2M ﹤0.01%
4,094,275
+2,638,688
1937
$17.2M ﹤0.01%
134,850
+108,318
1938
$17.2M ﹤0.01%
+1,093,365
1939
$17.1M ﹤0.01%
3,455,180
+597,890
1940
$17.1M ﹤0.01%
1,754,830
+160,594
1941
$17.1M ﹤0.01%
746,714
+215,409
1942
$17.1M ﹤0.01%
455,533
+186,868
1943
$17.1M ﹤0.01%
296,671
+64,685
1944
$17.1M ﹤0.01%
76,846
+9,803
1945
$17.1M ﹤0.01%
128,297
+17,127
1946
$17M ﹤0.01%
68,341
+41,502
1947
$17M ﹤0.01%
201,465
+120,617
1948
$17M ﹤0.01%
1,698,138
+199,827
1949
$17M ﹤0.01%
1,652,756
+63,736
1950
$16.9M ﹤0.01%
1,324,079
-248,583
76 77
78
79 80