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
3751
$4.61M ﹤0.01%
227,364
-47,775
3752
$4.61M ﹤0.01%
100,688
+6,110
3753
$4.61M ﹤0.01%
82,550
+33,209
3754
$4.6M ﹤0.01%
313,001
-2,328
3755
$4.6M ﹤0.01%
178,402
-9,996
3756
$4.59M ﹤0.01%
71,821
+13,638
3757
$4.58M ﹤0.01%
780,638
+394,414
3758
$4.57M ﹤0.01%
308,989
+12,475
3759
$4.57M ﹤0.01%
392,690
+15,825
3760
$4.56M ﹤0.01%
119,739
+7,272
3761
$4.56M ﹤0.01%
126,705
-41,435
3762
$4.56M ﹤0.01%
232,338
+33,482
3763
$4.55M ﹤0.01%
170,857
-81,832
3764
$4.55M ﹤0.01%
102,986
+799
3765
$4.54M ﹤0.01%
91,889
+678
3766
$4.54M ﹤0.01%
289,389
+41,648
3767
$4.54M ﹤0.01%
27,236
-6,836
3768
$4.53M ﹤0.01%
670,528
-30,263
3769
$4.53M ﹤0.01%
15,283
-16,568
3770
$4.53M ﹤0.01%
56,425
-14,687
3771
$4.52M ﹤0.01%
150,138
-90,719
3772
$4.52M ﹤0.01%
84,143
-35,517
3773
$4.51M ﹤0.01%
187,559
-35,907
3774
$4.49M ﹤0.01%
62,277
-9,081
3775
$4.49M ﹤0.01%
44,678
+20,861
149 150
151
152 153