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
2926
$10.2M ﹤0.01%
135,360
-47,025
2927
$10.2M ﹤0.01%
367,807
+91,272
2928
$10.2M ﹤0.01%
255,561
+76,627
2929
$10.2M ﹤0.01%
238,237
-401,576
2930
$10.1M ﹤0.01%
176,941
-23,655
2931
$10.1M ﹤0.01%
73,841
-17,288
2932
$10.1M ﹤0.01%
51,060
-67,597
2933
$10.1M ﹤0.01%
32,001
+631
2934
$10M ﹤0.01%
745,924
+137,056
2935
$10M ﹤0.01%
380,219
-498,415
2936
$10M ﹤0.01%
290,018
-62,077
2937
$10M ﹤0.01%
200,000
2938
$10M ﹤0.01%
475,794
-384,051
2939
$9.98M ﹤0.01%
1,169,119
+197,138
2940
$9.98M ﹤0.01%
827,596
-449,673
2941
$9.97M ﹤0.01%
62,267
+8,336
2942
$9.97M ﹤0.01%
295,947
+29,514
2943
$9.96M ﹤0.01%
394,616
+87,095
2944
$9.96M ﹤0.01%
225,875
+481
2945
$9.95M ﹤0.01%
160,216
+7,041
2946
$9.95M ﹤0.01%
125,940
-15,614
2947
$9.93M ﹤0.01%
259,514
+76,531
2948
$9.93M ﹤0.01%
198,678
+157,739
2949
$9.92M ﹤0.01%
389,630
-6,155
2950
$9.91M ﹤0.01%
1,004,603
+15,715
116 117
118
119 120