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
3326
$7.06M ﹤0.01%
21,531
+3,233
3327
$7.06M ﹤0.01%
132,663
-5,834
3328
$7.05M ﹤0.01%
413,257
+104,725
3329
$7.05M ﹤0.01%
168,476
+22,054
3330
$7.04M ﹤0.01%
314,202
+170,978
3331
$7.03M ﹤0.01%
260,104
+159,074
3332
$7.02M ﹤0.01%
114,172
-17,869
3333
$7.01M ﹤0.01%
613,589
+130,804
3334
$7.01M ﹤0.01%
88,325
-29,348
3335
$6.99M ﹤0.01%
596,012
+117,874
3336
$6.97M ﹤0.01%
1,571,082
+563,152
3337
$6.97M ﹤0.01%
247,407
+12,314
3338
$6.97M ﹤0.01%
167,197
+89,961
3339
$6.96M ﹤0.01%
292,072
-30,614
3340
$6.96M ﹤0.01%
144,844
+1,716
3341
$6.96M ﹤0.01%
264,803
-18,798
3342
$6.96M ﹤0.01%
573,504
-446,500
3343
$6.95M ﹤0.01%
129,069
-8,269
3344
$6.95M ﹤0.01%
135,223
+41,329
3345
$6.93M ﹤0.01%
197,160
+23,551
3346
$6.93M ﹤0.01%
589,383
-57,737
3347
$6.92M ﹤0.01%
262,597
+98,122
3348
$6.92M ﹤0.01%
1,294,945
+372,627
3349
$6.9M ﹤0.01%
454,014
+6,841
3350
$6.89M ﹤0.01%
71,949
+30,224
132 133
134
135 136