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
2676
$12.5M ﹤0.01%
180,381
+26,622
2677
$12.5M ﹤0.01%
249,032
-9,164
2678
$12.5M ﹤0.01%
256,299
+26,122
2679
$12.5M ﹤0.01%
702,523
-175,296
2680
$12.5M ﹤0.01%
1,624,425
+106,082
2681
$12.5M ﹤0.01%
113,860
-58,027
2682
$12.5M ﹤0.01%
184,998
+1,808
2683
$12.4M ﹤0.01%
126,736
-294
2684
$12.4M ﹤0.01%
734,788
+79,871
2685
$12.4M ﹤0.01%
335,000
-294,216
2686
$12.4M ﹤0.01%
222,565
+218,784
2687
$12.4M ﹤0.01%
661,572
+481,326
2688
$12.4M ﹤0.01%
150,960
+1,373
2689
$12.4M ﹤0.01%
204,523
+66,258
2690
$12.4M ﹤0.01%
71,705
+11,246
2691
$12.4M ﹤0.01%
205,383
-25,480
2692
$12.4M ﹤0.01%
672,913
+327,949
2693
$12.4M ﹤0.01%
118,639
-25,493
2694
$12.4M ﹤0.01%
276,409
+101,098
2695
$12.3M ﹤0.01%
403,591
-42,370
2696
$12.3M ﹤0.01%
497,687
+26,112
2697
$12.3M ﹤0.01%
1,281,641
+84,331
2698
$12.3M ﹤0.01%
167,348
+39,014
2699
$12.3M ﹤0.01%
306,152
+26,128
2700
$12.3M ﹤0.01%
1,053,422
-654,367
106 107
108
109 110