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
2751
$11.8M ﹤0.01%
336,893
+65,837
2752
$11.8M ﹤0.01%
305,933
+128,397
2753
$11.8M ﹤0.01%
220,227
+10,964
2754
$11.8M ﹤0.01%
1,061,991
-163,243
2755
$11.8M ﹤0.01%
179,520
+23,324
2756
$11.8M ﹤0.01%
116,422
-1,546
2757
$11.8M ﹤0.01%
1,309,037
+21,659
2758
$11.8M ﹤0.01%
84,320
+8,175
2759
$11.7M ﹤0.01%
151,730
+12,420
2760
$11.7M ﹤0.01%
164,549
+40,714
2761
$11.7M ﹤0.01%
534,499
+132,509
2762
$11.7M ﹤0.01%
314,112
-26,123
2763
$11.7M ﹤0.01%
188,930
+164,498
2764
$11.7M ﹤0.01%
125,072
+58,942
2765
$11.7M ﹤0.01%
122,147
+199
2766
$11.7M ﹤0.01%
422,166
-41,848
2767
$11.7M ﹤0.01%
+776,392
2768
$11.7M ﹤0.01%
1,951,552
+454,267
2769
$11.7M ﹤0.01%
363,760
+130,383
2770
$11.7M ﹤0.01%
211,128
+19,409
2771
$11.7M ﹤0.01%
649,827
+49,482
2772
$11.6M ﹤0.01%
135,977
-74,466
2773
$11.6M ﹤0.01%
845,318
-295,504
2774
$11.6M ﹤0.01%
94,611
-9,044
2775
$11.6M ﹤0.01%
146,212
-48,789
109 110
111
112 113