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
2651
$12.8M ﹤0.01%
263,343
+14,082
2652
$12.8M ﹤0.01%
166,438
-128,543
2653
$12.8M ﹤0.01%
691,023
-193,360
2654
$12.7M ﹤0.01%
720,003
+156,590
2655
$12.7M ﹤0.01%
257,795
-4,448
2656
$12.7M ﹤0.01%
375,035
-345,885
2657
$12.7M ﹤0.01%
281,409
+98,712
2658
$12.7M ﹤0.01%
197,707
+16,933
2659
$12.7M ﹤0.01%
115,085
-30,875
2660
$12.7M ﹤0.01%
258,796
-173,426
2661
$12.7M ﹤0.01%
355,475
-66,384
2662
$12.7M ﹤0.01%
596,919
+43,761
2663
$12.7M ﹤0.01%
290,770
+61,316
2664
$12.7M ﹤0.01%
490,622
-1,377,298
2665
$12.6M ﹤0.01%
1,079,631
-730,914
2666
$12.6M ﹤0.01%
261,584
+521
2667
$12.6M ﹤0.01%
551,905
-427,322
2668
$12.6M ﹤0.01%
+676,766
2669
$12.6M ﹤0.01%
457,237
-404,501
2670
$12.6M ﹤0.01%
296,484
-2,996
2671
$12.6M ﹤0.01%
131,325
+34,553
2672
$12.5M ﹤0.01%
427,887
+6,344
2673
$12.5M ﹤0.01%
341,311
+29,603
2674
$12.5M ﹤0.01%
526,183
-21,098
2675
$12.5M ﹤0.01%
177,929
-43,250
105 106
107
108 109