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
2976
$9.6M ﹤0.01%
2,559,442
+71,940
2977
$9.6M ﹤0.01%
415,118
-30,729
2978
$9.59M ﹤0.01%
278,349
+38,924
2979
$9.58M ﹤0.01%
143,988
+1,632
2980
$9.58M ﹤0.01%
169,768
+17,827
2981
$9.56M ﹤0.01%
105,541
+16,901
2982
$9.55M ﹤0.01%
700,611
-1,243,352
2983
$9.54M ﹤0.01%
86,031
+7,072
2984
$9.54M ﹤0.01%
170,581
-11,243
2985
$9.53M ﹤0.01%
351,621
-6,808
2986
$9.52M ﹤0.01%
52,186
+6,690
2987
$9.52M ﹤0.01%
434,078
+65,627
2988
$9.52M ﹤0.01%
518,072
+46,399
2989
$9.51M ﹤0.01%
651,022
+23,600
2990
$9.51M ﹤0.01%
646,564
+121,821
2991
$9.51M ﹤0.01%
669,799
-50,935
2992
$9.48M ﹤0.01%
381,750
-37,374
2993
$9.47M ﹤0.01%
553,809
+274,723
2994
$9.44M ﹤0.01%
51,227
+10,277
2995
$9.43M ﹤0.01%
126,069
-36,163
2996
$9.41M ﹤0.01%
247,186
+16,491
2997
$9.41M ﹤0.01%
244,002
+54,451
2998
$9.4M ﹤0.01%
247,730
-55,445
2999
$9.39M ﹤0.01%
952,250
+14,173
3000
$9.38M ﹤0.01%
450,309
+373,413