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
3876
$4.05M ﹤0.01%
252,092
+210,702
3877
$4.05M ﹤0.01%
212,817
3878
$4.05M ﹤0.01%
91,549
+4,062
3879
$4.05M ﹤0.01%
354,962
+106,219
3880
$4.04M ﹤0.01%
87,675
-7,681
3881
$4.03M ﹤0.01%
661,033
+238,211
3882
$4.02M ﹤0.01%
128,713
-1,334
3883
$4.01M ﹤0.01%
136,452
-173,014
3884
$4.01M ﹤0.01%
101,290
-13,888
3885
$4M ﹤0.01%
168,919
+63,220
3886
$4M ﹤0.01%
219,872
+349
3887
$4M ﹤0.01%
235,217
+22,890
3888
$4M ﹤0.01%
133,011
+7,633
3889
$3.99M ﹤0.01%
166,854
+156,239
3890
$3.99M ﹤0.01%
288,649
+39,397
3891
$3.98M ﹤0.01%
906,540
+283,680
3892
$3.98M ﹤0.01%
250,787
+8,841
3893
$3.98M ﹤0.01%
164,888
+52,279
3894
$3.97M ﹤0.01%
66,774
+1,699
3895
$3.96M ﹤0.01%
1,273,975
-33,628
3896
$3.96M ﹤0.01%
1,350,787
+1,104,830
3897
$3.95M ﹤0.01%
66,758
-407
3898
$3.95M ﹤0.01%
38,526
-1,111
3899
$3.95M ﹤0.01%
245,965
+210,621
3900
$3.95M ﹤0.01%
78,316
+15,948
154 155
156
157 158