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
3776
$4.48M ﹤0.01%
321,823
+681
3777
$4.48M ﹤0.01%
282,572
-7,080
3778
$4.48M ﹤0.01%
183,332
+11,993
3779
$4.47M ﹤0.01%
97,346
+17,667
3780
$4.47M ﹤0.01%
197,060
+22,287
3781
$4.47M ﹤0.01%
202,711
-2,348
3782
$4.47M ﹤0.01%
246,405
+40,186
3783
$4.47M ﹤0.01%
3,238,093
+80,474
3784
$4.47M ﹤0.01%
169,035
+15,925
3785
$4.46M ﹤0.01%
92,170
+91,619
3786
$4.46M ﹤0.01%
749,448
+18,206
3787
$4.46M ﹤0.01%
176,332
-120,212
3788
$4.45M ﹤0.01%
373,920
+270,142
3789
$4.44M ﹤0.01%
162,850
+147,513
3790
$4.43M ﹤0.01%
295,641
+97,907
3791
$4.42M ﹤0.01%
308,254
+218,058
3792
$4.42M ﹤0.01%
581,960
+306,928
3793
$4.42M ﹤0.01%
59,813
+15,471
3794
$4.42M ﹤0.01%
274,566
+20,506
3795
$4.42M ﹤0.01%
+67,978
3796
$4.42M ﹤0.01%
107,094
+53,324
3797
$4.41M ﹤0.01%
102,856
-522,080
3798
$4.39M ﹤0.01%
110,293
+23,705
3799
$4.39M ﹤0.01%
106,012
-24,151
3800
$4.38M ﹤0.01%
238,512
-91,948
150 151
152
153 154