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
3651
$5.16M ﹤0.01%
332,145
+200,805
3652
$5.15M ﹤0.01%
255,382
+116,946
3653
$5.14M ﹤0.01%
328,139
+173,825
3654
$5.14M ﹤0.01%
261,127
-9,267
3655
$5.13M ﹤0.01%
154,028
+4,246
3656
$5.11M ﹤0.01%
549,857
+2,174
3657
$5.11M ﹤0.01%
261,785
-27,391
3658
$5.1M ﹤0.01%
170,685
+30,444
3659
$5.09M ﹤0.01%
105,819
+10,702
3660
$5.09M ﹤0.01%
137,579
+4
3661
$5.08M ﹤0.01%
238,792
+74,273
3662
$5.08M ﹤0.01%
329,456
+258,657
3663
$5.08M ﹤0.01%
133,563
-4,033
3664
$5.07M ﹤0.01%
519,035
+59,871
3665
$5.05M ﹤0.01%
93,861
-8,743
3666
$5.05M ﹤0.01%
1,155,929
-158,467
3667
$5.04M ﹤0.01%
171,805
-27,367
3668
$5.04M ﹤0.01%
165,187
+21,248
3669
$5.03M ﹤0.01%
1,712,654
-2,064,334
3670
$5.03M ﹤0.01%
725,975
-38,007
3671
$5.03M ﹤0.01%
204,548
+68,372
3672
$5.03M ﹤0.01%
95,719
-26,981
3673
$5M ﹤0.01%
52,472
+5,708
3674
$5M ﹤0.01%
215,261
-57,593
3675
$5M ﹤0.01%
63,835
+2,147
145 146
147
148 149