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
2601
$13.3M ﹤0.01%
91,478
+10,490
2602
$13.3M ﹤0.01%
873,332
+228,855
2603
$13.3M ﹤0.01%
906,621
-283,917
2604
$13.2M ﹤0.01%
184,056
-12,042
2605
$13.2M ﹤0.01%
167,248
-48,340
2606
$13.2M ﹤0.01%
770,965
-112,860
2607
$13.2M ﹤0.01%
555,775
-46,254
2608
$13.2M ﹤0.01%
442,264
+64,587
2609
$13.2M ﹤0.01%
417,372
+120,156
2610
$13.2M ﹤0.01%
350,708
+4,354
2611
$13.1M ﹤0.01%
2,918,344
+118,118
2612
$13.1M ﹤0.01%
256,170
+18,950
2613
$13.1M ﹤0.01%
542,690
+20,084
2614
$13.1M ﹤0.01%
772,312
-111,565
2615
$13.1M ﹤0.01%
283,815
-8,480
2616
$13.1M ﹤0.01%
627,327
-70,570
2617
$13.1M ﹤0.01%
597,965
+101,482
2618
$13.1M ﹤0.01%
848,050
-282,880
2619
$13M ﹤0.01%
153,697
+92,156
2620
$13M ﹤0.01%
521,740
+27,510
2621
$13M ﹤0.01%
944,997
+114,148
2622
$13M ﹤0.01%
201,086
-65,567
2623
$13M ﹤0.01%
107,722
+27,087
2624
$13M ﹤0.01%
182,577
+30,736
2625
$13M ﹤0.01%
349,423
-54,914
103 104
105
106 107