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
3851
$4.14M ﹤0.01%
861,401
-262,464
3852
$4.14M ﹤0.01%
1,816,786
-406,476
3853
$4.14M ﹤0.01%
141,480
+14,415
3854
$4.14M ﹤0.01%
755,194
+872
3855
$4.13M ﹤0.01%
266,070
+871
3856
$4.13M ﹤0.01%
697,710
-369,888
3857
$4.13M ﹤0.01%
773,936
+12,845
3858
$4.11M ﹤0.01%
46,349
+17,592
3859
$4.1M ﹤0.01%
131,960
-12,083
3860
$4.1M ﹤0.01%
75,798
-15,088
3861
$4.1M ﹤0.01%
48,338
-19,830
3862
$4.1M ﹤0.01%
1,153
-3,129
3863
$4.09M ﹤0.01%
86,344
+25,082
3864
$4.09M ﹤0.01%
281,148
+10,950
3865
$4.09M ﹤0.01%
69,680
-32,483
3866
$4.09M ﹤0.01%
71,024
-84,141
3867
$4.08M ﹤0.01%
178,106
-416,369
3868
$4.08M ﹤0.01%
32,926
+778
3869
$4.08M ﹤0.01%
75,669
+6,179
3870
$4.07M ﹤0.01%
61,575
+15,870
3871
$4.06M ﹤0.01%
265,751
+248,750
3872
$4.06M ﹤0.01%
94,481
-5,446
3873
$4.06M ﹤0.01%
754,476
-167,541
3874
$4.05M ﹤0.01%
254,261
-1,585,561
3875
$4.05M ﹤0.01%
79,707
-39,653
153 154
155
156 157