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
2701
$12.3M ﹤0.01%
439,981
-6,749
2702
$12.3M ﹤0.01%
288,528
-46,312
2703
$12.3M ﹤0.01%
487,824
-8,036
2704
$12.3M ﹤0.01%
478,484
+338,866
2705
$12.3M ﹤0.01%
546,643
-3,160
2706
$12.2M ﹤0.01%
145,050
-5,368
2707
$12.2M ﹤0.01%
102,146
+8,532
2708
$12.2M ﹤0.01%
511,437
+195,643
2709
$12.2M ﹤0.01%
376,229
+46,157
2710
$12.2M ﹤0.01%
68,878
+2,785
2711
$12.2M ﹤0.01%
246,005
-372,916
2712
$12.2M ﹤0.01%
1,285,655
+9,664
2713
$12.2M ﹤0.01%
305,924
-71,990
2714
$12.2M ﹤0.01%
173,265
+9,996
2715
$12.2M ﹤0.01%
1,961,124
-6,046
2716
$12.2M ﹤0.01%
225,781
-1,924
2717
$12.2M ﹤0.01%
430,175
-142,514
2718
$12.2M ﹤0.01%
285,759
-7,047
2719
$12.2M ﹤0.01%
152,450
+18,395
2720
$12.2M ﹤0.01%
793,109
+131,112
2721
$12.1M ﹤0.01%
132,021
+11,296
2722
$12.1M ﹤0.01%
38,188
+8,556
2723
$12.1M ﹤0.01%
394,166
-324,264
2724
$12.1M ﹤0.01%
814,264
+105,483
2725
$12.1M ﹤0.01%
425,360
+73,526
107 108
109
110 111