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
2151
$14.1M ﹤0.01%
272,188
+21,990
2152
$14.1M ﹤0.01%
1,486,491
+17,345
2153
$14.1M ﹤0.01%
572,539
-26,100
2154
$14.1M ﹤0.01%
157,394
+128,357
2155
$14M ﹤0.01%
343,707
+221,519
2156
$14M ﹤0.01%
736,295
+675,137
2157
$14M ﹤0.01%
413,870
+146,925
2158
$14M ﹤0.01%
385,324
+256,807
2159
$13.9M ﹤0.01%
800,190
+230,702
2160
$13.9M ﹤0.01%
326,909
+17,487
2161
$13.9M ﹤0.01%
16,269
-180
2162
$13.9M ﹤0.01%
309,022
+186,156
2163
$13.8M ﹤0.01%
118,858
+33,431
2164
$13.8M ﹤0.01%
265,247
+147,894
2165
$13.8M ﹤0.01%
14,801
+2,041
2166
$13.8M ﹤0.01%
230,850
+34,783
2167
$13.8M ﹤0.01%
683,264
-131,977
2168
$13.8M ﹤0.01%
182,035
+56,632
2169
$13.8M ﹤0.01%
2,059,678
+90,937
2170
$13.8M ﹤0.01%
159,349
-106,380
2171
$13.7M ﹤0.01%
315,722
+85,651
2172
$13.7M ﹤0.01%
361,675
-14,016
2173
$13.7M ﹤0.01%
2,156,807
+69,968
2174
$13.6M ﹤0.01%
362,961
+171,511
2175
$13.6M ﹤0.01%
254,050
+195,709
85 86
87
88 89