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
3426
$6.44M ﹤0.01%
403,298
-27,466
3427
$6.44M ﹤0.01%
645,624
-113,854
3428
$6.43M ﹤0.01%
315,283
+119,082
3429
$6.43M ﹤0.01%
800,738
+24,276
3430
$6.41M ﹤0.01%
133,989
+54,840
3431
$6.39M ﹤0.01%
627,611
+47,642
3432
$6.39M ﹤0.01%
313,033
+3,025
3433
$6.37M ﹤0.01%
286,457
+5,121
3434
$6.36M ﹤0.01%
114,051
-29,138
3435
$6.33M ﹤0.01%
466,451
-6,609
3436
$6.32M ﹤0.01%
633,565
+18,639
3437
$6.31M ﹤0.01%
233,863
-52,981
3438
$6.31M ﹤0.01%
179,944
-76,680
3439
$6.3M ﹤0.01%
695,059
+7,758
3440
$6.29M ﹤0.01%
463,062
+16,140
3441
$6.26M ﹤0.01%
471,550
+58,793
3442
$6.26M ﹤0.01%
505,851
-12,701
3443
$6.25M ﹤0.01%
185,902
-121,233
3444
$6.24M ﹤0.01%
568,025
-613,108
3445
$6.24M ﹤0.01%
74,680
+8,955
3446
$6.24M ﹤0.01%
159,673
+24,868
3447
$6.24M ﹤0.01%
86,900
+14,241
3448
$6.24M ﹤0.01%
364,415
+20,866
3449
$6.23M ﹤0.01%
172,568
-86,049
3450
$6.23M ﹤0.01%
148,238
+42,264
136 137
138
139 140