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
2826
$11.2M ﹤0.01%
381,756
+144,738
2827
$11.1M ﹤0.01%
79,631
-316
2828
$11.1M ﹤0.01%
621,866
+36,310
2829
$11.1M ﹤0.01%
146,621
+57,114
2830
$11.1M ﹤0.01%
287,126
+70,176
2831
$11.1M ﹤0.01%
2,243,464
+1,687,761
2832
$11.1M ﹤0.01%
+593,890
2833
$11.1M ﹤0.01%
1,302,782
+1,043,410
2834
$11.1M ﹤0.01%
410,706
+217,600
2835
$11.1M ﹤0.01%
205,464
+56,503
2836
$11.1M ﹤0.01%
+222,980
2837
$11M ﹤0.01%
417,341
+62,743
2838
$11M ﹤0.01%
814,207
+465,073
2839
$11M ﹤0.01%
184,324
-20,450
2840
$11M ﹤0.01%
152,261
-157,876
2841
$11M ﹤0.01%
391,679
-72,950
2842
$11M ﹤0.01%
512,269
+29,332
2843
$11M ﹤0.01%
297,856
-41,796
2844
$11M ﹤0.01%
61,133
-2,203
2845
$11M ﹤0.01%
1,072,135
-6,722
2846
$10.9M ﹤0.01%
221,199
-10,021
2847
$10.9M ﹤0.01%
610,102
-280,406
2848
$10.9M ﹤0.01%
117,108
+24,626
2849
$10.9M ﹤0.01%
982,309
-18,490
2850
$10.9M ﹤0.01%
123,036
-161,039
112 113
114
115 116