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
3501
$5.97M ﹤0.01%
28,950
-418
3502
$5.96M ﹤0.01%
341,413
+33,107
3503
$5.95M ﹤0.01%
1,511
+270
3504
$5.94M ﹤0.01%
63,549
+2,869
3505
$5.94M ﹤0.01%
38,997
-16,181
3506
$5.92M ﹤0.01%
142,666
+36,109
3507
$5.92M ﹤0.01%
117,865
-73,802
3508
$5.92M ﹤0.01%
444,882
+328,862
3509
$5.92M ﹤0.01%
475,580
+265,930
3510
$5.92M ﹤0.01%
823,422
+72,302
3511
$5.9M ﹤0.01%
803,466
+797,561
3512
$5.89M ﹤0.01%
461,394
+459,298
3513
$5.88M ﹤0.01%
200,858
-110,385
3514
$5.88M ﹤0.01%
315,878
-37,951
3515
$5.88M ﹤0.01%
1,824,452
+537,469
3516
$5.87M ﹤0.01%
37,720
+721
3517
$5.87M ﹤0.01%
240,228
+31,411
3518
$5.87M ﹤0.01%
102,758
+9,260
3519
$5.86M ﹤0.01%
625,400
+540,956
3520
$5.86M ﹤0.01%
157,125
-40,838
3521
$5.86M ﹤0.01%
116,840
+103,586
3522
$5.83M ﹤0.01%
228,721
+19,107
3523
$5.83M ﹤0.01%
247,992
-28,124
3524
$5.82M ﹤0.01%
123,655
+16,229
3525
$5.82M ﹤0.01%
90,609
-637
139 140
141
142 143