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
2451
$10.3M ﹤0.01%
368,908
+66,904
2452
$10.3M ﹤0.01%
425,676
-132,364
2453
$10.3M ﹤0.01%
289,156
-154,785
2454
$10.3M ﹤0.01%
420,288
+130,689
2455
$10.3M ﹤0.01%
133,706
+16,445
2456
$10.3M ﹤0.01%
229,217
+107,452
2457
$10.2M ﹤0.01%
431,526
+239,846
2458
$10.2M ﹤0.01%
143,519
+34,430
2459
$10.2M ﹤0.01%
67,635
+36,857
2460
$10.2M ﹤0.01%
1,042,004
+926,836
2461
$10.2M ﹤0.01%
68,684
-642
2462
$10.2M ﹤0.01%
1,166,353
-132,714
2463
$10.2M ﹤0.01%
3,529,871
+650,093
2464
$10.2M ﹤0.01%
259,777
+54,508
2465
$10.2M ﹤0.01%
738,520
+410,776
2466
$10.2M ﹤0.01%
+245,705
2467
$10.2M ﹤0.01%
352,281
+7,967
2468
$10.2M ﹤0.01%
58,464
+21,921
2469
$10.2M ﹤0.01%
324,780
+57,070
2470
$10.2M ﹤0.01%
403,586
+85,011
2471
$10.2M ﹤0.01%
245,563
-29,546
2472
$10.1M ﹤0.01%
1,223,329
+28,587
2473
$10.1M ﹤0.01%
927,926
+252,798
2474
$10.1M ﹤0.01%
253,312
+135,137
2475
$10.1M ﹤0.01%
86,374
+48,244
97 98
99
100 101