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
2251
$12.7M ﹤0.01%
378,762
+252,400
2252
$12.7M ﹤0.01%
815,255
+479,407
2253
$12.7M ﹤0.01%
173,662
+85,491
2254
$12.7M ﹤0.01%
95,900
-5,706
2255
$12.6M ﹤0.01%
151,016
-21,327
2256
$12.6M ﹤0.01%
127,657
+77,366
2257
$12.6M ﹤0.01%
317,189
+71,283
2258
$12.6M ﹤0.01%
174,599
+89,941
2259
$12.6M ﹤0.01%
317,301
+66,650
2260
$12.5M ﹤0.01%
1,353,599
+327,748
2261
$12.5M ﹤0.01%
421,960
+91,806
2262
$12.5M ﹤0.01%
532,308
+73,410
2263
$12.5M ﹤0.01%
620,051
-58,850
2264
$12.5M ﹤0.01%
247,136
-27,110
2265
$12.5M ﹤0.01%
312,854
+39,400
2266
$12.4M ﹤0.01%
526,412
+14,983
2267
$12.4M ﹤0.01%
275,458
+162,236
2268
$12.4M ﹤0.01%
272,286
+70,897
2269
$12.4M ﹤0.01%
553,002
-76,662
2270
$12.4M ﹤0.01%
79,731
+28,549
2271
$12.4M ﹤0.01%
813,635
+10,083
2272
$12.4M ﹤0.01%
312,054
+52,422
2273
$12.3M ﹤0.01%
204,232
+107,901
2274
$12.3M ﹤0.01%
406,465
-53,165
2275
$12.3M ﹤0.01%
1,582,241
+40,254
89 90
91
92 93