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
3676
$5M ﹤0.01%
379,228
+22,947
3677
$4.99M ﹤0.01%
312,848
-9,934
3678
$4.99M ﹤0.01%
377,865
+302,751
3679
$4.99M ﹤0.01%
+165,863
3680
$4.96M ﹤0.01%
198,360
-15,545
3681
$4.96M ﹤0.01%
193,505
+5,428
3682
$4.96M ﹤0.01%
118,554
+5,272
3683
$4.96M ﹤0.01%
376,961
+323,648
3684
$4.95M ﹤0.01%
266,487
+20,309
3685
$4.95M ﹤0.01%
297,623
+129,626
3686
$4.94M ﹤0.01%
336,466
-25,240
3687
$4.93M ﹤0.01%
310,879
-4,233
3688
$4.92M ﹤0.01%
308,157
-9,077
3689
$4.92M ﹤0.01%
321,559
-274,236
3690
$4.91M ﹤0.01%
74,555
-24,415
3691
$4.91M ﹤0.01%
402,935
+41,250
3692
$4.9M ﹤0.01%
122,691
+15,497
3693
$4.9M ﹤0.01%
107,621
-106,951
3694
$4.9M ﹤0.01%
153,420
+5,684
3695
$4.89M ﹤0.01%
1,588,080
+563,713
3696
$4.89M ﹤0.01%
110,401
+1,098
3697
$4.89M ﹤0.01%
109,990
-11,108
3698
$4.88M ﹤0.01%
258,842
-71,070
3699
$4.88M ﹤0.01%
52,766
+20,701
3700
$4.87M ﹤0.01%
576,010
-28,511
146 147
148
149 150