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
2326
$11.6M ﹤0.01%
807,609
+60,064
2327
$11.6M ﹤0.01%
103,909
+16,074
2328
$11.6M ﹤0.01%
1,021,569
+300,673
2329
$11.6M ﹤0.01%
323,295
-12,930
2330
$11.6M ﹤0.01%
225,529
+6,277
2331
$11.6M ﹤0.01%
710,717
-432,638
2332
$11.6M ﹤0.01%
527,828
+196,576
2333
$11.6M ﹤0.01%
238,444
+76,676
2334
$11.6M ﹤0.01%
698,452
+228,857
2335
$11.6M ﹤0.01%
937,262
+265,301
2336
$11.6M ﹤0.01%
1,316,089
+939,228
2337
$11.5M ﹤0.01%
872,558
+808,015
2338
$11.5M ﹤0.01%
194,753
-360,880
2339
$11.5M ﹤0.01%
198,833
+11,953
2340
$11.5M ﹤0.01%
2,111,921
-1,877,141
2341
$11.5M ﹤0.01%
49,528
+20,489
2342
$11.5M ﹤0.01%
406,793
+146,050
2343
$11.5M ﹤0.01%
197,081
+73,094
2344
$11.5M ﹤0.01%
134,959
-75,629
2345
$11.4M ﹤0.01%
830,964
+146,080
2346
$11.4M ﹤0.01%
220,322
+74,746
2347
$11.4M ﹤0.01%
109,723
+21,154
2348
$11.4M ﹤0.01%
174,758
-4,906
2349
$11.4M ﹤0.01%
247,283
+40,580
2350
$11.4M ﹤0.01%
463,801
+134,554
92 93
94
95 96