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
3276
$7.4M ﹤0.01%
264,627
-32,953
3277
$7.38M ﹤0.01%
1,586,419
-34,083
3278
$7.36M ﹤0.01%
200,470
+3,581
3279
$7.36M ﹤0.01%
230,555
-8,625
3280
$7.35M ﹤0.01%
533,278
+20,331
3281
$7.35M ﹤0.01%
126,091
+14,242
3282
$7.34M ﹤0.01%
243,776
-23,152
3283
$7.33M ﹤0.01%
88,853
-131,228
3284
$7.32M ﹤0.01%
443,993
-235,093
3285
$7.32M ﹤0.01%
157,023
-32,268
3286
$7.32M ﹤0.01%
583,460
-490,840
3287
$7.31M ﹤0.01%
196,379
+184,449
3288
$7.31M ﹤0.01%
965,095
+32,264
3289
$7.3M ﹤0.01%
97,072
-8,001
3290
$7.3M ﹤0.01%
379,538
-37,403
3291
$7.3M ﹤0.01%
171,107
+126,623
3292
$7.29M ﹤0.01%
509,852
+11,089
3293
$7.28M ﹤0.01%
744,615
+362,245
3294
$7.28M ﹤0.01%
135,119
+9,913
3295
$7.27M ﹤0.01%
708,861
+50,375
3296
$7.26M ﹤0.01%
717,474
-90,467
3297
$7.25M ﹤0.01%
171,711
+33,910
3298
$7.25M ﹤0.01%
103,827
-18,248
3299
$7.24M ﹤0.01%
98,971
+17,635
3300
$7.23M ﹤0.01%
277,470
-68,068
130 131
132
133 134