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
4051
$3.39M ﹤0.01%
118,178
-138,809
4052
$3.39M ﹤0.01%
205,357
+22,180
4053
$3.37M ﹤0.01%
1,077,733
-2,780,581
4054
$3.37M ﹤0.01%
166,530
+62,770
4055
$3.37M ﹤0.01%
939,354
-54,759
4056
$3.37M ﹤0.01%
69,662
+1,181
4057
$3.37M ﹤0.01%
34,510
-3,250
4058
$3.36M ﹤0.01%
546,407
+1,751
4059
$3.36M ﹤0.01%
289,369
+31,764
4060
$3.35M ﹤0.01%
243,473
+168,017
4061
$3.35M ﹤0.01%
167,441
+33,244
4062
$3.35M ﹤0.01%
981,535
+921,126
4063
$3.35M ﹤0.01%
243,724
-3,076
4064
$3.34M ﹤0.01%
129,901
+2,798
4065
$3.34M ﹤0.01%
566,041
+3,352
4066
$3.34M ﹤0.01%
78,080
+35,885
4067
$3.34M ﹤0.01%
44,144
-24,792
4068
$3.33M ﹤0.01%
356,672
-21,289
4069
$3.33M ﹤0.01%
90,967
+19,214
4070
$3.33M ﹤0.01%
68,669
-34,629
4071
$3.33M ﹤0.01%
136,638
-3,766
4072
$3.33M ﹤0.01%
431,453
-301,406
4073
$3.33M ﹤0.01%
58,062
+158
4074
$3.33M ﹤0.01%
228,913
-16,787
4075
$3.32M ﹤0.01%
14,844
+716
161 162
163
164 165