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
2176
$13.6M ﹤0.01%
240,337
+4,726
2177
$13.6M ﹤0.01%
467,249
+303,350
2178
$13.6M ﹤0.01%
4,055,386
+355,000
2179
$13.6M ﹤0.01%
235,483
+36,730
2180
$13.6M ﹤0.01%
404,746
+78,212
2181
$13.6M ﹤0.01%
585,267
+205,363
2182
$13.5M ﹤0.01%
145,937
+101,683
2183
$13.5M ﹤0.01%
746,851
+18,656
2184
$13.5M ﹤0.01%
110,734
+44,759
2185
$13.5M ﹤0.01%
773,201
+167,769
2186
$13.5M ﹤0.01%
494,314
+115,241
2187
$13.5M ﹤0.01%
413,306
+104,535
2188
$13.5M ﹤0.01%
1,283,285
+1,139,705
2189
$13.5M ﹤0.01%
248,016
+31,837
2190
$13.5M ﹤0.01%
259,462
-161,709
2191
$13.4M ﹤0.01%
1,001,938
+483,170
2192
$13.4M ﹤0.01%
414,202
-141,899
2193
$13.4M ﹤0.01%
1,506,552
-290,285
2194
$13.4M ﹤0.01%
516,182
+308,103
2195
$13.4M ﹤0.01%
849,267
+53,520
2196
$13.4M ﹤0.01%
1,135,816
-2,271,341
2197
$13.4M ﹤0.01%
1,103,065
+85,507
2198
$13.3M ﹤0.01%
923,791
-27,637
2199
$13.3M ﹤0.01%
427,785
-165,991
2200
$13.3M ﹤0.01%
144,919
+37,707
86 87
88
89 90