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
3551
$5.67M ﹤0.01%
359,308
+6,134
3552
$5.65M ﹤0.01%
376,878
+116,318
3553
$5.65M ﹤0.01%
142,834
-33,650
3554
$5.64M ﹤0.01%
218,967
+17,673
3555
$5.64M ﹤0.01%
466,930
+5,429
3556
$5.63M ﹤0.01%
312,463
+305,445
3557
$5.63M ﹤0.01%
469,216
-97,773
3558
$5.62M ﹤0.01%
62,296
-1,924
3559
$5.62M ﹤0.01%
82,567
-28,350
3560
$5.61M ﹤0.01%
690,495
+83,902
3561
$5.61M ﹤0.01%
401,575
+34,091
3562
$5.61M ﹤0.01%
65,716
+5,155
3563
$5.61M ﹤0.01%
389,825
-4,207
3564
$5.61M ﹤0.01%
214,389
+4,364
3565
$5.6M ﹤0.01%
564,698
-94,179
3566
$5.59M ﹤0.01%
380,443
+26,746
3567
$5.59M ﹤0.01%
101,375
-40,951
3568
$5.58M ﹤0.01%
11,793
-17,235
3569
$5.58M ﹤0.01%
108,823
+9,267
3570
$5.58M ﹤0.01%
212,005
+29,694
3571
$5.56M ﹤0.01%
259,942
-93,770
3572
$5.56M ﹤0.01%
88,200
+10,389
3573
$5.54M ﹤0.01%
592,325
+506,201
3574
$5.54M ﹤0.01%
1,601,989
+465,001
3575
$5.54M ﹤0.01%
199,589
+34,922
141 142
143
144 145