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
1976
$16.7M ﹤0.01%
1,851,035
+254,121
1977
$16.7M ﹤0.01%
737,023
-422,022
1978
$16.7M ﹤0.01%
1,201,134
+68,228
1979
$16.7M ﹤0.01%
319,752
-37,428
1980
$16.6M ﹤0.01%
366,560
+161,520
1981
$16.6M ﹤0.01%
304,965
+163,787
1982
$16.6M ﹤0.01%
1,207,636
-201,015
1983
$16.5M ﹤0.01%
162,157
+56,281
1984
$16.5M ﹤0.01%
1,095,657
+157,284
1985
$16.5M ﹤0.01%
125,286
+55,877
1986
$16.5M ﹤0.01%
304,490
+259,548
1987
$16.5M ﹤0.01%
159,336
-161,475
1988
$16.5M ﹤0.01%
2,048,871
-130,045
1989
$16.5M ﹤0.01%
1,565,382
-424,416
1990
$16.5M ﹤0.01%
293,234
+11,692
1991
$16.4M ﹤0.01%
295,742
+64,780
1992
$16.4M ﹤0.01%
96,348
-9,612
1993
$16.4M ﹤0.01%
249,654
+32,622
1994
$16.4M ﹤0.01%
340,797
+158,051
1995
$16.4M ﹤0.01%
1,512,261
-103,982
1996
$16.4M ﹤0.01%
308,396
-416,438
1997
$16.4M ﹤0.01%
158,455
-10,851
1998
$16.3M ﹤0.01%
487,157
-22,966
1999
$16.3M ﹤0.01%
1,096,324
+569,393
2000
$16.3M ﹤0.01%
361,936
+263,164