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
3726
$4.73M ﹤0.01%
231,494
-68,352
3727
$4.73M ﹤0.01%
143,083
+132,677
3728
$4.72M ﹤0.01%
450,117
-18,405
3729
$4.72M ﹤0.01%
566,042
-122,279
3730
$4.72M ﹤0.01%
604,255
+160,400
3731
$4.72M ﹤0.01%
99,813
+19,935
3732
$4.71M ﹤0.01%
290,384
+206,378
3733
$4.7M ﹤0.01%
61,664
-2,508
3734
$4.68M ﹤0.01%
356,084
+106,157
3735
$4.68M ﹤0.01%
104,931
+8,099
3736
$4.67M ﹤0.01%
223,951
-395,358
3737
$4.67M ﹤0.01%
110,198
-23,216
3738
$4.67M ﹤0.01%
382,127
-4,154
3739
$4.66M ﹤0.01%
118,925
-26,977
3740
$4.66M ﹤0.01%
2,599
+1,446
3741
$4.66M ﹤0.01%
706,806
+345,138
3742
$4.66M ﹤0.01%
1,196,599
+522,854
3743
$4.65M ﹤0.01%
93,539
+895
3744
$4.65M ﹤0.01%
133,931
+30,147
3745
$4.65M ﹤0.01%
65,788
+2,102
3746
$4.64M ﹤0.01%
201,989
-31,826
3747
$4.63M ﹤0.01%
343,120
+191,875
3748
$4.63M ﹤0.01%
98,649
+32,428
3749
$4.62M ﹤0.01%
461,710
-18,367
3750
$4.61M ﹤0.01%
482,041
+36,085
148 149
150
151 152