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
2426
$10.7M ﹤0.01%
208,186
+4,927
2427
$10.6M ﹤0.01%
436,969
+434,563
2428
$10.6M ﹤0.01%
189,234
-31,979
2429
$10.6M ﹤0.01%
267,344
+266,855
2430
$10.6M ﹤0.01%
913,839
-153
2431
$10.6M ﹤0.01%
216,821
+25,797
2432
$10.6M ﹤0.01%
131,063
+33,367
2433
$10.6M ﹤0.01%
1,534,136
+601,596
2434
$10.6M ﹤0.01%
729,559
-64,766
2435
$10.6M ﹤0.01%
275,176
+52,893
2436
$10.6M ﹤0.01%
416,179
+365
2437
$10.5M ﹤0.01%
792,071
+18,013
2438
$10.5M ﹤0.01%
547,367
+545,634
2439
$10.5M ﹤0.01%
120,372
+27,771
2440
$10.5M ﹤0.01%
589,981
+467,538
2441
$10.4M ﹤0.01%
528,972
+86,626
2442
$10.4M ﹤0.01%
929,461
+917,797
2443
$10.4M ﹤0.01%
710,067
+458,298
2444
$10.4M ﹤0.01%
629,395
+328,761
2445
$10.4M ﹤0.01%
132,069
+45,236
2446
$10.4M ﹤0.01%
793,034
+323,201
2447
$10.4M ﹤0.01%
800,037
+268,718
2448
$10.4M ﹤0.01%
228,915
-26,256
2449
$10.4M ﹤0.01%
261,593
+78,123
2450
$10.3M ﹤0.01%
256,384
+19,535
96 97
98
99 100