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
3176
$7.97M ﹤0.01%
393,914
+25,392
3177
$7.97M ﹤0.01%
213,232
+2,697
3178
$7.96M ﹤0.01%
204,051
-169,605
3179
$7.96M ﹤0.01%
+91,502
3180
$7.96M ﹤0.01%
336,485
-111,576
3181
$7.96M ﹤0.01%
503,919
+48,430
3182
$7.95M ﹤0.01%
295,945
+59,460
3183
$7.95M ﹤0.01%
1,062,864
+306,818
3184
$7.95M ﹤0.01%
131,257
+11,045
3185
$7.94M ﹤0.01%
788,839
-161,062
3186
$7.94M ﹤0.01%
877,970
+2,356
3187
$7.93M ﹤0.01%
368,747
-89,891
3188
$7.92M ﹤0.01%
559,442
+13,742
3189
$7.92M ﹤0.01%
137,096
-38,709
3190
$7.91M ﹤0.01%
99,024
-15,541
3191
$7.91M ﹤0.01%
196,165
+2,039
3192
$7.91M ﹤0.01%
109,354
+48,390
3193
$7.9M ﹤0.01%
688,497
-50,598
3194
$7.9M ﹤0.01%
204,214
+47,095
3195
$7.9M ﹤0.01%
342,295
+192,241
3196
$7.9M ﹤0.01%
150,793
+28,955
3197
$7.9M ﹤0.01%
92,876
+14,561
3198
$7.87M ﹤0.01%
74,817
+11,069
3199
$7.86M ﹤0.01%
453,439
-81,953
3200
$7.86M ﹤0.01%
618,936
+363,900
126 127
128
129 130