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
2026
$15.8M ﹤0.01%
16,000,000
2027
$15.8M ﹤0.01%
507,665
+359,210
2028
$15.8M ﹤0.01%
292,714
+4,136
2029
$15.8M ﹤0.01%
1,102,822
+602,135
2030
$15.8M ﹤0.01%
969,775
+511,463
2031
$15.8M ﹤0.01%
497,586
+348,578
2032
$15.8M ﹤0.01%
437,623
+16,614
2033
$15.8M ﹤0.01%
225,140
+100,085
2034
$15.7M ﹤0.01%
897,895
-81,840
2035
$15.7M ﹤0.01%
1,665,865
-3,509,129
2036
$15.7M ﹤0.01%
880,632
-9,496
2037
$15.7M ﹤0.01%
665,084
-143,329
2038
$15.7M ﹤0.01%
315,033
+12,604
2039
$15.7M ﹤0.01%
490,879
+28,048
2040
$15.7M ﹤0.01%
240,101
-80,186
2041
$15.7M ﹤0.01%
297,280
+111,922
2042
$15.6M ﹤0.01%
2,226,873
+1,194,310
2043
$15.6M ﹤0.01%
512,812
-50,842
2044
$15.6M ﹤0.01%
2,132,797
+714,373
2045
$15.6M ﹤0.01%
1,039,189
+61,010
2046
$15.6M ﹤0.01%
535,310
-20,550
2047
$15.6M ﹤0.01%
311,345
+69,287
2048
$15.5M ﹤0.01%
1,841,145
-283,888
2049
$15.5M ﹤0.01%
148,438
+8,470
2050
$15.5M ﹤0.01%
1,954,019
+515,981
80 81
82
83 84