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
3076
$8.73M ﹤0.01%
891,933
+871,050
3077
$8.73M ﹤0.01%
+96,627
3078
$8.71M ﹤0.01%
159,030
-50,076
3079
$8.7M ﹤0.01%
159,711
-81,904
3080
$8.69M ﹤0.01%
82,403
+2,613
3081
$8.69M ﹤0.01%
359,594
-33,284
3082
$8.68M ﹤0.01%
488,007
-217,048
3083
$8.68M ﹤0.01%
99,769
+40,660
3084
$8.68M ﹤0.01%
351,758
+195,716
3085
$8.67M ﹤0.01%
168,407
-58,146
3086
$8.66M ﹤0.01%
196,249
+35,635
3087
$8.66M ﹤0.01%
1,078,470
+152,318
3088
$8.66M ﹤0.01%
422,825
+30,847
3089
$8.65M ﹤0.01%
78,575
+7,367
3090
$8.65M ﹤0.01%
517,374
-48,968
3091
$8.64M ﹤0.01%
331,104
-328,194
3092
$8.61M ﹤0.01%
94,274
+35,922
3093
$8.6M ﹤0.01%
672,575
+75,648
3094
$8.6M ﹤0.01%
175,148
-3,126
3095
$8.6M ﹤0.01%
1,054,875
+258,332
3096
$8.6M ﹤0.01%
1,612,647
+1,012,303
3097
$8.59M ﹤0.01%
215,715
+173,765
3098
$8.58M ﹤0.01%
477,303
+13,081
3099
$8.56M ﹤0.01%
811,256
-105,276
3100
$8.55M ﹤0.01%
63,567
+5,439
122 123
124
125 126