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
2001
$16.3M ﹤0.01%
591,651
-716,831
2002
$16.3M ﹤0.01%
202,868
-159,556
2003
$16.3M ﹤0.01%
1,045,899
+399,029
2004
$16.3M ﹤0.01%
262,671
+115,869
2005
$16.3M ﹤0.01%
180,148
+27,233
2006
$16.3M ﹤0.01%
194,421
-4,021
2007
$16.3M ﹤0.01%
452,576
-45,518
2008
$16.3M ﹤0.01%
274
+199
2009
$16.3M ﹤0.01%
181,768
-182,552
2010
$16.2M ﹤0.01%
186,644
+13,458
2011
$16.2M ﹤0.01%
516,617
-152,122
2012
$16.1M ﹤0.01%
1,065,480
+544,924
2013
$16M ﹤0.01%
880,581
+2,415
2014
$16M ﹤0.01%
210,141
+151,635
2015
$16M ﹤0.01%
201,141
-26,100
2016
$16M ﹤0.01%
541,193
+523,708
2017
$16M ﹤0.01%
613,860
-22,303
2018
$16M ﹤0.01%
369,116
+217,765
2019
$15.9M ﹤0.01%
928,336
+194,525
2020
$15.9M ﹤0.01%
534,457
+242,588
2021
$15.9M ﹤0.01%
4,719,024
-757,458
2022
$15.9M ﹤0.01%
1,119,052
-239,504
2023
$15.9M ﹤0.01%
327,963
+13,248
2024
$15.9M ﹤0.01%
300,738
-96,570
2025
$15.9M ﹤0.01%
1,003,180
-564,968
79 80
81
82 83