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
2726
$12.1M ﹤0.01%
221,583
-20,900
2727
$12.1M ﹤0.01%
307,454
+104,256
2728
$12.1M ﹤0.01%
452,093
-136,805
2729
$12M ﹤0.01%
252,726
-263,751
2730
$12M ﹤0.01%
124,927
-28,259
2731
$12M ﹤0.01%
62,451
+6,951
2732
$12M ﹤0.01%
441,516
-240,615
2733
$12M ﹤0.01%
358,344
-93,370
2734
$12M ﹤0.01%
281,312
-14,478
2735
$12M ﹤0.01%
117,332
-5,457
2736
$12M ﹤0.01%
56,875
+4,552
2737
$12M ﹤0.01%
213,743
+43,714
2738
$12M ﹤0.01%
255,257
+176,278
2739
$11.9M ﹤0.01%
680,019
-289,183
2740
$11.9M ﹤0.01%
40,343
-7,332
2741
$11.9M ﹤0.01%
1,418,953
+50,516
2742
$11.9M ﹤0.01%
881,293
+100,150
2743
$11.9M ﹤0.01%
1,314,667
+340,197
2744
$11.9M ﹤0.01%
288,402
+106,031
2745
$11.9M ﹤0.01%
+5,736
2746
$11.9M ﹤0.01%
773,668
+652,459
2747
$11.9M ﹤0.01%
139,365
-5,526
2748
$11.9M ﹤0.01%
424,981
-20,305
2749
$11.9M ﹤0.01%
285,899
-24,327
2750
$11.8M ﹤0.01%
465,872
+34,964
108 109
110
111 112