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
2126
$14.4M ﹤0.01%
1,186,610
-138,872
2127
$14.4M ﹤0.01%
455,304
+194,888
2128
$14.3M ﹤0.01%
187,794
+1,251
2129
$14.3M ﹤0.01%
1,742,743
+39,019
2130
$14.3M ﹤0.01%
1,088,519
-296,732
2131
$14.3M ﹤0.01%
6,540,549
+162,442
2132
$14.3M ﹤0.01%
350,817
-80,520
2133
$14.3M ﹤0.01%
128,596
+15,176
2134
$14.3M ﹤0.01%
555,992
+525,432
2135
$14.3M ﹤0.01%
4,838,526
-165,610
2136
$14.3M ﹤0.01%
284,607
+137,228
2137
$14.3M ﹤0.01%
556,703
+408,518
2138
$14.2M ﹤0.01%
197,354
+26,935
2139
$14.2M ﹤0.01%
75,293
+25,791
2140
$14.2M ﹤0.01%
373,466
+369,689
2141
$14.2M ﹤0.01%
171,239
+110,990
2142
$14.2M ﹤0.01%
354,729
+48,090
2143
$14.2M ﹤0.01%
478,061
-83,280
2144
$14.2M ﹤0.01%
8,067
+7,834
2145
$14.2M ﹤0.01%
148,025
-3,915
2146
$14.2M ﹤0.01%
212,069
+1,112
2147
$14.2M ﹤0.01%
944,779
-159,260
2148
$14.2M ﹤0.01%
486,244
+235,480
2149
$14.1M ﹤0.01%
138,661
+65,391
2150
$14.1M ﹤0.01%
315,659
+190,669