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
3101
$8.53M ﹤0.01%
163,776
-300,036
3102
$8.53M ﹤0.01%
203,452
-296,075
3103
$8.53M ﹤0.01%
1,702,877
+1,087,938
3104
$8.52M ﹤0.01%
868,734
+210,349
3105
$8.51M ﹤0.01%
84,131
+17,550
3106
$8.51M ﹤0.01%
957,621
-60,089
3107
$8.5M ﹤0.01%
89,844
-17,510
3108
$8.49M ﹤0.01%
56,250
-41,727
3109
$8.49M ﹤0.01%
97,109
+71,448
3110
$8.48M ﹤0.01%
211,023
-3,488
3111
$8.48M ﹤0.01%
257,936
+81,643
3112
$8.45M ﹤0.01%
142,516
+54,969
3113
$8.45M ﹤0.01%
74,905
+552
3114
$8.45M ﹤0.01%
447,631
-475,447
3115
$8.44M ﹤0.01%
187,307
-255,732
3116
$8.43M ﹤0.01%
55,345
-2,298
3117
$8.41M ﹤0.01%
2,243,473
+1,908,502
3118
$8.41M ﹤0.01%
170,806
-1,736
3119
$8.4M ﹤0.01%
66,753
+38,743
3120
$8.39M ﹤0.01%
87,679
+84,180
3121
$8.38M ﹤0.01%
124,751
+5,026
3122
$8.38M ﹤0.01%
566,108
-39,920
3123
$8.37M ﹤0.01%
2,145,498
-392,995
3124
$8.35M ﹤0.01%
225,835
+96,871
3125
$8.35M ﹤0.01%
91,099
+86,641
123 124
125
126 127