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
2801
$11.4M ﹤0.01%
446,447
+45,937
2802
$11.4M ﹤0.01%
370,021
-90,045
2803
$11.4M ﹤0.01%
170,488
-49,587
2804
$11.4M ﹤0.01%
143,896
+15,004
2805
$11.4M ﹤0.01%
222,831
-11,794
2806
$11.4M ﹤0.01%
1,831,081
+1,301,883
2807
$11.3M ﹤0.01%
219,594
-3,717
2808
$11.3M ﹤0.01%
278,833
+132,232
2809
$11.3M ﹤0.01%
173,801
+58,139
2810
$11.3M ﹤0.01%
505,834
+62,659
2811
$11.3M ﹤0.01%
92,304
-2,659
2812
$11.3M ﹤0.01%
730,777
-167,713
2813
$11.3M ﹤0.01%
124,334
+1,493
2814
$11.3M ﹤0.01%
196,821
-10,203
2815
$11.3M ﹤0.01%
354,581
-74,803
2816
$11.3M ﹤0.01%
700,628
+396,108
2817
$11.3M ﹤0.01%
237,352
+74,321
2818
$11.3M ﹤0.01%
3,948,738
+189,032
2819
$11.2M ﹤0.01%
258,930
-207,881
2820
$11.2M ﹤0.01%
64,459
-71,864
2821
$11.2M ﹤0.01%
349,328
+8,375
2822
$11.2M ﹤0.01%
1,385,679
+1,201
2823
$11.2M ﹤0.01%
377,033
+52,987
2824
$11.2M ﹤0.01%
307,983
+38,985
2825
$11.2M ﹤0.01%
283,843
-1,194
111 112
113
114 115