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
3601
$5.38M ﹤0.01%
104,389
-13,876
3602
$5.38M ﹤0.01%
170,981
-287,677
3603
$5.38M ﹤0.01%
1,414,739
-165,202
3604
$5.38M ﹤0.01%
338,197
+8,148
3605
$5.38M ﹤0.01%
113,437
+59,614
3606
$5.37M ﹤0.01%
335,720
-52,326
3607
$5.36M ﹤0.01%
337,120
+5,982
3608
$5.35M ﹤0.01%
124,208
-50,687
3609
$5.35M ﹤0.01%
802,879
+582,959
3610
$5.35M ﹤0.01%
95,776
-49,776
3611
$5.34M ﹤0.01%
219,133
+140,078
3612
$5.34M ﹤0.01%
426,302
+8,774
3613
$5.33M ﹤0.01%
544,377
-183,532
3614
$5.33M ﹤0.01%
247,757
+22,549
3615
$5.32M ﹤0.01%
99,595
+13,231
3616
$5.31M ﹤0.01%
209,915
-13,268
3617
$5.3M ﹤0.01%
145,262
-11,781
3618
$5.29M ﹤0.01%
199,371
-191
3619
$5.28M ﹤0.01%
267,682
-120,539
3620
$5.27M ﹤0.01%
51,516
+9,635
3621
$5.27M ﹤0.01%
331,669
+10,031
3622
$5.26M ﹤0.01%
233,901
+17,066
3623
$5.26M ﹤0.01%
256,558
+38,293
3624
$5.25M ﹤0.01%
5,897
+2,474
3625
$5.25M ﹤0.01%
83,051
+22,190
143 144
145
146 147