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
3576
$5.54M ﹤0.01%
1,653,095
-254,640
3577
$5.54M ﹤0.01%
150,671
-12,662
3578
$5.54M ﹤0.01%
740,276
-7,572
3579
$5.52M ﹤0.01%
68,169
+6,015
3580
$5.52M ﹤0.01%
386,620
+266,615
3581
$5.52M ﹤0.01%
1,282,575
-340,723
3582
$5.51M ﹤0.01%
33,474
-39,103
3583
$5.5M ﹤0.01%
31,216
-15,428
3584
$5.5M ﹤0.01%
537,836
+45,914
3585
$5.49M ﹤0.01%
215,191
-4,068
3586
$5.49M ﹤0.01%
466,665
+16,720
3587
$5.48M ﹤0.01%
59,241
-28,208
3588
$5.47M ﹤0.01%
66,947
-4,576
3589
$5.47M ﹤0.01%
1,099,123
-6,536,790
3590
$5.47M ﹤0.01%
254,700
+173,280
3591
$5.47M ﹤0.01%
88,275
-24,961
3592
$5.46M ﹤0.01%
71,375
-42,674
3593
$5.46M ﹤0.01%
201,638
-9,607
3594
$5.46M ﹤0.01%
22,198
+19,577
3595
$5.45M ﹤0.01%
118,388
-16,803
3596
$5.44M ﹤0.01%
247,940
+234,364
3597
$5.44M ﹤0.01%
99,426
+8,790
3598
$5.42M ﹤0.01%
131,668
+62,900
3599
$5.41M ﹤0.01%
825,996
-27,566
3600
$5.39M ﹤0.01%
346,402
+251,444
142 143
144
145 146