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
3251
$7.55M ﹤0.01%
605,252
-2,241
3252
$7.54M ﹤0.01%
353,295
+52,205
3253
$7.54M ﹤0.01%
106,886
+1,957
3254
$7.54M ﹤0.01%
468,517
-90,702
3255
$7.53M ﹤0.01%
325,967
+288,078
3256
$7.51M ﹤0.01%
366,081
+5,990
3257
$7.51M ﹤0.01%
180,316
+41,696
3258
$7.51M ﹤0.01%
177,011
-205,223
3259
$7.5M ﹤0.01%
321,774
-2,643
3260
$7.5M ﹤0.01%
168,360
-21,393
3261
$7.5M ﹤0.01%
54,520
+7,190
3262
$7.47M ﹤0.01%
347,703
-60,243
3263
$7.46M ﹤0.01%
12,107
+10,957
3264
$7.45M ﹤0.01%
50,270
+7,226
3265
$7.45M ﹤0.01%
362,149
+55,738
3266
$7.45M ﹤0.01%
2,001,789
+335,557
3267
$7.45M ﹤0.01%
132,484
+74,267
3268
$7.44M ﹤0.01%
269,799
-28,019
3269
$7.44M ﹤0.01%
76,645
-9,451
3270
$7.43M ﹤0.01%
553,601
+28,735
3271
$7.43M ﹤0.01%
135,305
+46,229
3272
$7.43M ﹤0.01%
122,380
-66,676
3273
$7.42M ﹤0.01%
697,843
+22,083
3274
$7.41M ﹤0.01%
90,096
-19,195
3275
$7.4M ﹤0.01%
80,602
+23,840
129 130
131
132 133