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
3051
$8.94M ﹤0.01%
345,276
-5,163
3052
$8.93M ﹤0.01%
340,182
+156,660
3053
$8.9M ﹤0.01%
78,513
-14,921
3054
$8.89M ﹤0.01%
399,583
-30,350
3055
$8.89M ﹤0.01%
156,407
+87,894
3056
$8.89M ﹤0.01%
372,623
-164,614
3057
$8.88M ﹤0.01%
309,276
-313,281
3058
$8.88M ﹤0.01%
239,855
+8,291
3059
$8.87M ﹤0.01%
180,500
-39,003
3060
$8.87M ﹤0.01%
108,839
-3,405
3061
$8.87M ﹤0.01%
179,531
+117,351
3062
$8.87M ﹤0.01%
516,676
+110,814
3063
$8.86M ﹤0.01%
308,075
+47,928
3064
$8.86M ﹤0.01%
628,483
+34,511
3065
$8.85M ﹤0.01%
67,514
-10,090
3066
$8.85M ﹤0.01%
356,118
+31,673
3067
$8.84M ﹤0.01%
249,955
+37,980
3068
$8.83M ﹤0.01%
59,377
-9,770
3069
$8.81M ﹤0.01%
173,129
+104,011
3070
$8.81M ﹤0.01%
711,033
-319,569
3071
$8.81M ﹤0.01%
465,513
-267,124
3072
$8.8M ﹤0.01%
83,236
-37,738
3073
$8.79M ﹤0.01%
533,354
-182,552
3074
$8.79M ﹤0.01%
371,787
-25,961
3075
$8.75M ﹤0.01%
5,831,341
-605,416
121 122
123
124 125