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
3226
$7.65M ﹤0.01%
522,571
-6,181
3227
$7.64M ﹤0.01%
49,144
+22,428
3228
$7.64M ﹤0.01%
680,235
-385,504
3229
$7.64M ﹤0.01%
163,999
+7,391
3230
$7.63M ﹤0.01%
197,004
-846
3231
$7.63M ﹤0.01%
250,122
+18,617
3232
$7.63M ﹤0.01%
472,818
-15,185
3233
$7.62M ﹤0.01%
313,782
-55,536
3234
$7.62M ﹤0.01%
544,896
+332,412
3235
$7.62M ﹤0.01%
498,346
+27,124
3236
$7.61M ﹤0.01%
307,076
+42,978
3237
$7.61M ﹤0.01%
49,962
+16,954
3238
$7.6M ﹤0.01%
49,586
-626
3239
$7.6M ﹤0.01%
273,330
+4,568
3240
$7.6M ﹤0.01%
814,447
+3,324
3241
$7.6M ﹤0.01%
522,462
+124,033
3242
$7.59M ﹤0.01%
154,611
-5,694
3243
$7.59M ﹤0.01%
191,552
+44,505
3244
$7.59M ﹤0.01%
203,525
+54,077
3245
$7.59M ﹤0.01%
150,128
+58,296
3246
$7.58M ﹤0.01%
542,009
+98,544
3247
$7.57M ﹤0.01%
49,823
-15,234
3248
$7.57M ﹤0.01%
171,020
-219,946
3249
$7.55M ﹤0.01%
182,345
-52,911
3250
$7.55M ﹤0.01%
321,757
+5,761
128 129
130
131 132