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
2951
$9.9M ﹤0.01%
277,457
+22,407
2952
$9.88M ﹤0.01%
1,110,720
-3,303,834
2953
$9.88M ﹤0.01%
1,490,888
-204,598
2954
$9.88M ﹤0.01%
111,064
+38,810
2955
$9.88M ﹤0.01%
149,057
+15,690
2956
$9.86M ﹤0.01%
233,462
-5,021
2957
$9.86M ﹤0.01%
77,605
+20,433
2958
$9.86M ﹤0.01%
404,219
+21,330
2959
$9.84M ﹤0.01%
104,379
+42,552
2960
$9.82M ﹤0.01%
15,597
-2,140
2961
$9.79M ﹤0.01%
993,076
+43,002
2962
$9.74M ﹤0.01%
262,490
+196,934
2963
$9.71M ﹤0.01%
159,437
+5,883
2964
$9.68M ﹤0.01%
311,807
-69,128
2965
$9.67M ﹤0.01%
1,289,584
+283,829
2966
$9.67M ﹤0.01%
184,333
+14,569
2967
$9.67M ﹤0.01%
598,593
-219,234
2968
$9.65M ﹤0.01%
606,891
+458,344
2969
$9.64M ﹤0.01%
93,076
+4,748
2970
$9.64M ﹤0.01%
218,916
+19,194
2971
$9.63M ﹤0.01%
202,105
+52,360
2972
$9.62M ﹤0.01%
2,518,800
+522,578
2973
$9.62M ﹤0.01%
454,569
+191,144
2974
$9.61M ﹤0.01%
334,039
-60,524
2975
$9.61M ﹤0.01%
358,475
+13,830
117 118
119
120 121