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
3001
$9.37M ﹤0.01%
72,003
+28,198
3002
$9.36M ﹤0.01%
564,076
-11,768
3003
$9.36M ﹤0.01%
144,279
-67,705
3004
$9.35M ﹤0.01%
940,198
+40,713
3005
$9.33M ﹤0.01%
471,627
+205,298
3006
$9.31M ﹤0.01%
142,776
+50,345
3007
$9.29M ﹤0.01%
254,714
-49,334
3008
$9.28M ﹤0.01%
77,853
-102,633
3009
$9.27M ﹤0.01%
217,330
+67,118
3010
$9.26M ﹤0.01%
1,390,910
+752,209
3011
$9.26M ﹤0.01%
160,100
-52,726
3012
$9.25M ﹤0.01%
432,596
+8,665
3013
$9.25M ﹤0.01%
43,373
-1,302
3014
$9.25M ﹤0.01%
601,893
+589,383
3015
$9.22M ﹤0.01%
682,654
+408,836
3016
$9.21M ﹤0.01%
825,294
+89,028
3017
$9.21M ﹤0.01%
109,940
-31,675
3018
$9.19M ﹤0.01%
903,416
+9,131
3019
$9.17M ﹤0.01%
288,368
+62,690
3020
$9.16M ﹤0.01%
1,588,305
+76,856
3021
$9.16M ﹤0.01%
388,851
+192,935
3022
$9.15M ﹤0.01%
393,494
-23,642
3023
$9.15M ﹤0.01%
268,066
-30,442
3024
$9.14M ﹤0.01%
487,706
-4,377
3025
$9.13M ﹤0.01%
77,596
-113,082
119 120
121
122 123