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
3351
$6.88M ﹤0.01%
159,129
-16,516
3352
$6.88M ﹤0.01%
858,492
+646,659
3353
$6.87M ﹤0.01%
136,557
+10,886
3354
$6.87M ﹤0.01%
313,927
-426,345
3355
$6.86M ﹤0.01%
99,070
+4,891
3356
$6.86M ﹤0.01%
529,357
+85,187
3357
$6.85M ﹤0.01%
71,041
-55,155
3358
$6.85M ﹤0.01%
231,849
+33,255
3359
$6.84M ﹤0.01%
1,064,691
+825,961
3360
$6.84M ﹤0.01%
232,768
+68,839
3361
$6.84M ﹤0.01%
93,431
+20,198
3362
$6.83M ﹤0.01%
285,557
-179,905
3363
$6.83M ﹤0.01%
354,038
-25,152
3364
$6.83M ﹤0.01%
305,865
-16,871
3365
$6.82M ﹤0.01%
298,756
+80,356
3366
$6.82M ﹤0.01%
181,348
-41,321
3367
$6.81M ﹤0.01%
46,252
+7,340
3368
$6.79M ﹤0.01%
1,464,440
+1,018,326
3369
$6.79M ﹤0.01%
92,925
+48,576
3370
$6.78M ﹤0.01%
146,912
-34,708
3371
$6.78M ﹤0.01%
377,017
+25,004
3372
$6.77M ﹤0.01%
652,578
-94,469
3373
$6.75M ﹤0.01%
427,439
+39,759
3374
$6.75M ﹤0.01%
2,871,731
+885,501
3375
$6.74M ﹤0.01%
1,579,193
-39,346
133 134
135
136 137