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
3901
$3.94M ﹤0.01%
11,178
-2,598
3902
$3.94M ﹤0.01%
238,087
-4,416
3903
$3.93M ﹤0.01%
113,593
-56,518
3904
$3.92M ﹤0.01%
613,418
-11,712
3905
$3.92M ﹤0.01%
320,091
-7,713
3906
$3.92M ﹤0.01%
26,692
-6,476
3907
$3.91M ﹤0.01%
45,313
-25,085
3908
$3.91M ﹤0.01%
817,990
+121,147
3909
$3.9M ﹤0.01%
206,397
-30,973
3910
$3.89M ﹤0.01%
75,267
+48,380
3911
$3.89M ﹤0.01%
92,440
+7,046
3912
$3.89M ﹤0.01%
31,992
+18,281
3913
$3.88M ﹤0.01%
47,816
-1,172
3914
$3.88M ﹤0.01%
231,994
+21,352
3915
$3.87M ﹤0.01%
802,934
+642,586
3916
$3.87M ﹤0.01%
19,886
+4,706
3917
$3.87M ﹤0.01%
157,078
-25,958
3918
$3.87M ﹤0.01%
+66,853
3919
$3.86M ﹤0.01%
378,487
+353,856
3920
$3.86M ﹤0.01%
457,530
-268,015
3921
$3.86M ﹤0.01%
137,343
+22,308
3922
$3.84M ﹤0.01%
71,983
-65,349
3923
$3.84M ﹤0.01%
362,923
+83,397
3924
$3.84M ﹤0.01%
305,003
+255,451
3925
$3.83M ﹤0.01%
105,286
-264,335
155 156
157
158 159