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
2076
$15M ﹤0.01%
482,555
+48,293
2077
$15M ﹤0.01%
314,632
+144,477
2078
$15M ﹤0.01%
729,877
+307,618
2079
$15M ﹤0.01%
636,738
+269,722
2080
$15M ﹤0.01%
369,033
+90,419
2081
$14.9M ﹤0.01%
190,393
+56,378
2082
$14.9M ﹤0.01%
660,299
+189,138
2083
$14.9M ﹤0.01%
628,319
+621
2084
$14.9M ﹤0.01%
693,339
+286,736
2085
$14.9M ﹤0.01%
127,884
-52,074
2086
$14.9M ﹤0.01%
211,066
+88,100
2087
$14.9M ﹤0.01%
214,246
-15,942
2088
$14.8M ﹤0.01%
95,044
+24,131
2089
$14.8M ﹤0.01%
883,418
+103,498
2090
$14.8M ﹤0.01%
729,977
+38,843
2091
$14.8M ﹤0.01%
352,943
+58,930
2092
$14.8M ﹤0.01%
269,566
+231,491
2093
$14.7M ﹤0.01%
1,422,709
+1,117,543
2094
$14.7M ﹤0.01%
274,088
-2,734
2095
$14.7M ﹤0.01%
630,231
+24,493
2096
$14.7M ﹤0.01%
227,775
-78,513
2097
$14.7M ﹤0.01%
671,878
+553,493
2098
$14.7M ﹤0.01%
281,052
+4,374
2099
$14.7M ﹤0.01%
1,977,386
+419,056
2100
$14.6M ﹤0.01%
320,720
+6,355
82 83
84
85 86