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
$810B
AUM Growth
+$67.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,536
New
Increased
Reduced
Closed

Top Buys

1
+$4.58B
2
+$1.36B
3
+$1.3B
4
GRAB icon
Grab
GRAB
+$1.22B
5
U icon
Unity
U
+$1.06B

Top Sells

1
+$2.05B
2
+$1.36B
3
+$1.01B
4
DOCU
DocuSign
DOCU
+$992M
5
MSFT icon
Microsoft
MSFT
+$739M

Sector Composition

1 Technology 20.57%
2 Healthcare 9.55%
3 Financials 9.27%
4 Consumer Discretionary 8.7%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$13.8M ﹤0.01%
94,843
+11,272
2552
$13.8M ﹤0.01%
492,334
+31,227
2553
$13.8M ﹤0.01%
663,698
+145,371
2554
$13.8M ﹤0.01%
266,827
-175,660
2555
$13.8M ﹤0.01%
1,221,855
+967,952
2556
$13.8M ﹤0.01%
1,024,577
+20,563
2557
$13.8M ﹤0.01%
1,027,778
-77,449
2558
$13.8M ﹤0.01%
416,566
+347,643
2559
$13.8M ﹤0.01%
1,038,852
+83,978
2560
$13.7M ﹤0.01%
1,015,003
-37,976
2561
$13.7M ﹤0.01%
908,084
-16,100
2562
$13.7M ﹤0.01%
59,362
+449
2563
$13.7M ﹤0.01%
272,932
+46,986
2564
$13.7M ﹤0.01%
515,735
+34,127
2565
$13.7M ﹤0.01%
376,667
-3,338
2566
$13.7M ﹤0.01%
290,988
-19,055
2567
$13.6M ﹤0.01%
273,049
+5,146
2568
$13.6M ﹤0.01%
920,521
-5,278
2569
$13.6M ﹤0.01%
2,228,709
+752,352
2570
$13.6M ﹤0.01%
766,406
+296,896
2571
$13.6M ﹤0.01%
374,344
+115,115
2572
$13.6M ﹤0.01%
621,877
+117,110
2573
$13.6M ﹤0.01%
268,386
-269,998
2574
$13.6M ﹤0.01%
610,755
+13,078
2575
$13.6M ﹤0.01%
210,253
-40,046
101 102
103
104 105