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
2626
$13M ﹤0.01%
390,661
+44,165
2627
$13M ﹤0.01%
13,205
+8,529
2628
$13M ﹤0.01%
1,057,740
+61,577
2629
$13M ﹤0.01%
102,641
+99,216
2630
$13M ﹤0.01%
806,972
+13,889
2631
$12.9M ﹤0.01%
162,661
-102,515
2632
$12.9M ﹤0.01%
342,577
+14,552
2633
$12.9M ﹤0.01%
641,079
+46,990
2634
$12.9M ﹤0.01%
639,419
-18,575
2635
$12.9M ﹤0.01%
573,321
+123,980
2636
$12.9M ﹤0.01%
238,013
+161,941
2637
$12.9M ﹤0.01%
253,572
-64,863
2638
$12.9M ﹤0.01%
436,142
+38,643
2639
$12.8M ﹤0.01%
156,589
-9,881
2640
$12.8M ﹤0.01%
284,746
-25,217
2641
$12.8M ﹤0.01%
224,033
+35,834
2642
$12.8M ﹤0.01%
193,662
-643,870
2643
$12.8M ﹤0.01%
102,058
-5,471
2644
$12.8M ﹤0.01%
189,062
+135,341
2645
$12.8M ﹤0.01%
+664,472
2646
$12.8M ﹤0.01%
422,654
+218,932
2647
$12.8M ﹤0.01%
287,258
-96,735
2648
$12.8M ﹤0.01%
+98,729
2649
$12.8M ﹤0.01%
6,594,295
+3,759,343
2650
$12.8M ﹤0.01%
52,144
-7,972
104 105
106
107 108