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
3201
$7.83M ﹤0.01%
122,500
-3,026
3202
$7.83M ﹤0.01%
276,564
+31,365
3203
$7.82M ﹤0.01%
173,750
+7,777
3204
$7.82M ﹤0.01%
340,683
+291,618
3205
$7.8M ﹤0.01%
452,279
-446,684
3206
$7.79M ﹤0.01%
154,608
+2,245
3207
$7.79M ﹤0.01%
331,509
+143,361
3208
$7.78M ﹤0.01%
1,244,423
+886,163
3209
$7.78M ﹤0.01%
266,415
-16,578
3210
$7.76M ﹤0.01%
344,814
-219,574
3211
$7.76M ﹤0.01%
110,998
+77,764
3212
$7.76M ﹤0.01%
403,379
-124,074
3213
$7.75M ﹤0.01%
50,087
+23,137
3214
$7.75M ﹤0.01%
965,936
-20,748
3215
$7.72M ﹤0.01%
1,765,722
+815,024
3216
$7.72M ﹤0.01%
493,700
+263,984
3217
$7.72M ﹤0.01%
270,985
+31,496
3218
$7.71M ﹤0.01%
508,220
-35,660
3219
$7.71M ﹤0.01%
222,300
-9,385
3220
$7.69M ﹤0.01%
477,884
+55,456
3221
$7.68M ﹤0.01%
497,695
+406,827
3222
$7.67M ﹤0.01%
144,603
-62,467
3223
$7.67M ﹤0.01%
451,438
-298,329
3224
$7.66M ﹤0.01%
165,285
+18,611
3225
$7.65M ﹤0.01%
131,162
+1,499
127 128
129
130 131