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
3126
$8.33M ﹤0.01%
1,123,224
+262,088
3127
$8.32M ﹤0.01%
102,957
-14,084
3128
$8.3M ﹤0.01%
142,040
+16,819
3129
$8.29M ﹤0.01%
99,531
-37,255
3130
$8.23M ﹤0.01%
59,346
-50,355
3131
$8.22M ﹤0.01%
127,985
-5,070
3132
$8.22M ﹤0.01%
328,171
+38,361
3133
$8.21M ﹤0.01%
556,674
+23,945
3134
$8.21M ﹤0.01%
971,668
+123,291
3135
$8.21M ﹤0.01%
365,151
-138,119
3136
$8.19M ﹤0.01%
161,339
-46,304
3137
$8.17M ﹤0.01%
459,407
+87,563
3138
$8.17M ﹤0.01%
507,058
+71,176
3139
$8.16M ﹤0.01%
119,068
+53,184
3140
$8.16M ﹤0.01%
168,861
-2,290
3141
$8.16M ﹤0.01%
193,981
-20,971
3142
$8.15M ﹤0.01%
61,187
+3,514
3143
$8.14M ﹤0.01%
135,445
+28,349
3144
$8.14M ﹤0.01%
372,353
-1,651
3145
$8.13M ﹤0.01%
211,152
-15,456
3146
$8.13M ﹤0.01%
92,101
-7,084
3147
$8.13M ﹤0.01%
93,134
+34,323
3148
$8.12M ﹤0.01%
2,627,104
+1,172,258
3149
$8.12M ﹤0.01%
185,244
+112,689
3150
$8.11M ﹤0.01%
183,166
-21,803
124 125
126
127 128