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
3401
$6.58M ﹤0.01%
76,250
+75,756
3402
$6.58M ﹤0.01%
357,958
-285
3403
$6.57M ﹤0.01%
96,295
-19,792
3404
$6.57M ﹤0.01%
132,196
+18,351
3405
$6.57M ﹤0.01%
63,511
-48,440
3406
$6.56M ﹤0.01%
101,322
+18,516
3407
$6.56M ﹤0.01%
76,489
-172,562
3408
$6.55M ﹤0.01%
157,232
-756,841
3409
$6.54M ﹤0.01%
313,455
+51,420
3410
$6.53M ﹤0.01%
138,446
+4,500
3411
$6.52M ﹤0.01%
49,903
+35,443
3412
$6.51M ﹤0.01%
96,095
-8,697
3413
$6.51M ﹤0.01%
186,505
+2,057
3414
$6.5M ﹤0.01%
74,331
+24,070
3415
$6.5M ﹤0.01%
150,707
-82,071
3416
$6.5M ﹤0.01%
107,718
+27,912
3417
$6.5M ﹤0.01%
53,477
+8,826
3418
$6.48M ﹤0.01%
205,660
+12,096
3419
$6.47M ﹤0.01%
279,577
-218,014
3420
$6.47M ﹤0.01%
386,361
-27,192
3421
$6.46M ﹤0.01%
68,818
-20,563
3422
$6.46M ﹤0.01%
141,294
+38,112
3423
$6.46M ﹤0.01%
1,236,811
+389,667
3424
$6.45M ﹤0.01%
49,405
-3,016
3425
$6.45M ﹤0.01%
123,580
+18,792
135 136
137
138 139