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
2376
$11.1M ﹤0.01%
639,391
+245,819
2377
$11.1M ﹤0.01%
80,859
-22,121
2378
$11M ﹤0.01%
115,322
+12,596
2379
$11M ﹤0.01%
1,298,206
-71,966
2380
$11M ﹤0.01%
255,066
+8,907
2381
$11M ﹤0.01%
83,113
+39,129
2382
$11M ﹤0.01%
439,915
+320,010
2383
$11M ﹤0.01%
190,351
+13,018
2384
$11M ﹤0.01%
742,739
+50,980
2385
$11M ﹤0.01%
138,475
-29,949
2386
$11M ﹤0.01%
550,119
+210,117
2387
$11M ﹤0.01%
368,588
+38,995
2388
$11M ﹤0.01%
1,357,178
-286,019
2389
$11M ﹤0.01%
301,013
+125,979
2390
$10.9M ﹤0.01%
229,981
+5,659
2391
$10.9M ﹤0.01%
52,420
+16,272
2392
$10.9M ﹤0.01%
403,982
+110,381
2393
$10.9M ﹤0.01%
2,600,469
+1,297,416
2394
$10.9M ﹤0.01%
682,814
+46,315
2395
$10.9M ﹤0.01%
416,588
-4,250
2396
$10.9M ﹤0.01%
378,768
-984
2397
$10.9M ﹤0.01%
91,233
+32,465
2398
$10.9M ﹤0.01%
567,762
+272,854
2399
$10.9M ﹤0.01%
254,151
+158,106
2400
$10.9M ﹤0.01%
589,453
+265,056
94 95
96
97 98