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
2901
$10.4M ﹤0.01%
705,386
+228,236
2902
$10.4M ﹤0.01%
262,749
-67,264
2903
$10.4M ﹤0.01%
444,461
+20,201
2904
$10.4M ﹤0.01%
75,450
+4,447
2905
$10.3M ﹤0.01%
338,053
+133,676
2906
$10.3M ﹤0.01%
662,329
+134,074
2907
$10.3M ﹤0.01%
78,971
+29,480
2908
$10.3M ﹤0.01%
1,217,455
+382,193
2909
$10.3M ﹤0.01%
657,550
+309,367
2910
$10.3M ﹤0.01%
383,453
+64,690
2911
$10.3M ﹤0.01%
912,489
+294,144
2912
$10.3M ﹤0.01%
209,537
+81,134
2913
$10.3M ﹤0.01%
301,368
-2,980
2914
$10.3M ﹤0.01%
299,366
-47,452
2915
$10.3M ﹤0.01%
213,709
-64,803
2916
$10.3M ﹤0.01%
147,385
-6,260
2917
$10.2M ﹤0.01%
522,229
+43,339
2918
$10.2M ﹤0.01%
224,670
-52,587
2919
$10.2M ﹤0.01%
561,617
+26,827
2920
$10.2M ﹤0.01%
111,798
+57,572
2921
$10.2M ﹤0.01%
610,634
-310,557
2922
$10.2M ﹤0.01%
113,001
-68,282
2923
$10.2M ﹤0.01%
98,467
-16,298
2924
$10.2M ﹤0.01%
207,781
+4,810
2925
$10.2M ﹤0.01%
381,980
-251,599
115 116
117
118 119