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
1951
$16.9M ﹤0.01%
257,461
+186,889
1952
$16.9M ﹤0.01%
188,818
-13,687
1953
$16.9M ﹤0.01%
8,325,105
+5,842,457
1954
$16.9M ﹤0.01%
682,089
+595,259
1955
$16.9M ﹤0.01%
770,716
-304,505
1956
$16.9M ﹤0.01%
612,619
+48,505
1957
$16.9M ﹤0.01%
2,453,223
+188,437
1958
$16.9M ﹤0.01%
1,112,580
+13,470
1959
$16.9M ﹤0.01%
1,865,694
-1,596
1960
$16.8M ﹤0.01%
370,376
-273,047
1961
$16.8M ﹤0.01%
827,642
+32,613
1962
$16.8M ﹤0.01%
296,829
-39,132
1963
$16.8M ﹤0.01%
246,468
-208,616
1964
$16.8M ﹤0.01%
1,618,513
-72,388
1965
$16.8M ﹤0.01%
1,601,283
-3,970
1966
$16.8M ﹤0.01%
394,016
+7,673
1967
$16.8M ﹤0.01%
+925,225
1968
$16.8M ﹤0.01%
699,613
+36,656
1969
$16.8M ﹤0.01%
123,836
-63,654
1970
$16.8M ﹤0.01%
237,993
+133,797
1971
$16.7M ﹤0.01%
60,123
-16,357
1972
$16.7M ﹤0.01%
228,289
-30,338
1973
$16.7M ﹤0.01%
1,098,216
+565,896
1974
$16.7M ﹤0.01%
394,459
+349,355
1975
$16.7M ﹤0.01%
375,575
+63,833
77 78
79
80 81