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
3826
$4.24M ﹤0.01%
210,437
-9,052
3827
$4.23M ﹤0.01%
496,910
-368,336
3828
$4.22M ﹤0.01%
62,684
-21,420
3829
$4.22M ﹤0.01%
159,964
+135,643
3830
$4.22M ﹤0.01%
126,699
+50,707
3831
$4.2M ﹤0.01%
235,329
-26,298
3832
$4.2M ﹤0.01%
42,979
+26,812
3833
$4.2M ﹤0.01%
+40,400
3834
$4.2M ﹤0.01%
119,738
+30,904
3835
$4.2M ﹤0.01%
39,761
+8,582
3836
$4.2M ﹤0.01%
33,001
+20,394
3837
$4.2M ﹤0.01%
356,764
+101,444
3838
$4.2M ﹤0.01%
463,949
-41,514
3839
$4.2M ﹤0.01%
62,460
-4,168
3840
$4.19M ﹤0.01%
71,283
+8,754
3841
$4.19M ﹤0.01%
3,432,837
+2,230,942
3842
$4.18M ﹤0.01%
166,539
+42,016
3843
$4.18M ﹤0.01%
294,305
+85,851
3844
$4.16M ﹤0.01%
56,195
-14,989
3845
$4.16M ﹤0.01%
873,661
+150,686
3846
$4.16M ﹤0.01%
161,354
+49,384
3847
$4.15M ﹤0.01%
49,711
+4,864
3848
$4.15M ﹤0.01%
75,334
+60,332
3849
$4.15M ﹤0.01%
76,642
-56,854
3850
$4.14M ﹤0.01%
150,211
+28,698
152 153
154
155 156