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
3526
$5.81M ﹤0.01%
204,141
-4,274
3527
$5.79M ﹤0.01%
1,477,082
-232,409
3528
$5.79M ﹤0.01%
90,208
-51,675
3529
$5.79M ﹤0.01%
614,973
-31,688
3530
$5.77M ﹤0.01%
190,133
+27,315
3531
$5.77M ﹤0.01%
338,560
-117,296
3532
$5.75M ﹤0.01%
207,859
-305,847
3533
$5.75M ﹤0.01%
385,322
+249,888
3534
$5.75M ﹤0.01%
202,132
-29,042
3535
$5.75M ﹤0.01%
642,742
+200,056
3536
$5.75M ﹤0.01%
408,152
-2,325
3537
$5.73M ﹤0.01%
253,887
-4,180
3538
$5.73M ﹤0.01%
254,587
+11,691
3539
$5.73M ﹤0.01%
69,912
-29,730
3540
$5.72M ﹤0.01%
120,905
-37,539
3541
$5.71M ﹤0.01%
24,051
-5,561
3542
$5.71M ﹤0.01%
81,503
-17,031
3543
$5.7M ﹤0.01%
338,930
+15,973
3544
$5.7M ﹤0.01%
2,734,744
+346,737
3545
$5.7M ﹤0.01%
363,453
+94,450
3546
$5.69M ﹤0.01%
1,131,077
+234,849
3547
$5.68M ﹤0.01%
282,574
+610
3548
$5.68M ﹤0.01%
100,064
+45,137
3549
$5.68M ﹤0.01%
164,388
-111,161
3550
$5.67M ﹤0.01%
372,892
+157,632
140 141
142
143 144