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
3976
$3.67M ﹤0.01%
158,120
+44,495
3977
$3.66M ﹤0.01%
606,131
-357,204
3978
$3.66M ﹤0.01%
611,885
+264,203
3979
$3.66M ﹤0.01%
183,802
-128,547
3980
$3.65M ﹤0.01%
133,325
-17,284
3981
$3.64M ﹤0.01%
107,054
+14,652
3982
$3.63M ﹤0.01%
203,742
+32
3983
$3.63M ﹤0.01%
303,418
+17,709
3984
$3.63M ﹤0.01%
81,580
-48,478
3985
$3.62M ﹤0.01%
520,952
-418,972
3986
$3.62M ﹤0.01%
446,619
+19,865
3987
$3.62M ﹤0.01%
193,624
+24,273
3988
$3.62M ﹤0.01%
139,352
-51,849
3989
$3.61M ﹤0.01%
267,188
-244,100
3990
$3.61M ﹤0.01%
350,370
-57,340
3991
$3.61M ﹤0.01%
157,609
-328,544
3992
$3.6M ﹤0.01%
118,194
-15,959
3993
$3.6M ﹤0.01%
676,274
-48,696
3994
$3.59M ﹤0.01%
49,127
-45,132
3995
$3.59M ﹤0.01%
966,365
+41,397
3996
$3.58M ﹤0.01%
531,749
+191,555
3997
$3.58M ﹤0.01%
162,160
-12,940
3998
$3.58M ﹤0.01%
219,282
+18,325
3999
$3.58M ﹤0.01%
292,524
+146,829
4000
$3.58M ﹤0.01%
32,186
-3,456
158 159
160
161 162