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
4076
$3.32M ﹤0.01%
205,813
-5,758
4077
$3.31M ﹤0.01%
117,570
+44,887
4078
$3.31M ﹤0.01%
159,992
+147,003
4079
$3.31M ﹤0.01%
28,086
+3,670
4080
$3.31M ﹤0.01%
550,974
+442,874
4081
$3.31M ﹤0.01%
401,561
-694,222
4082
$3.3M ﹤0.01%
395,117
+50,341
4083
$3.29M ﹤0.01%
189,393
-131,731
4084
$3.29M ﹤0.01%
78,665
+7,493
4085
$3.29M ﹤0.01%
133,483
-7,133
4086
$3.29M ﹤0.01%
138,594
-29,480
4087
$3.29M ﹤0.01%
127,981
+28,297
4088
$3.29M ﹤0.01%
74,399
-35,098
4089
$3.28M ﹤0.01%
207,304
+4,513
4090
$3.28M ﹤0.01%
237,103
-7,950
4091
$3.28M ﹤0.01%
9,617
+1,592
4092
$3.27M ﹤0.01%
186,703
+5,181
4093
$3.26M ﹤0.01%
46,330
+46,327
4094
$3.24M ﹤0.01%
202,216
+2,352
4095
$3.24M ﹤0.01%
82,243
+4,546
4096
$3.22M ﹤0.01%
982,314
-268,149
4097
$3.21M ﹤0.01%
389,190
-129,297
4098
$3.21M ﹤0.01%
98,578
+4,512
4099
$3.21M ﹤0.01%
198,291
+26,636
4100
$3.2M ﹤0.01%
123,521
+8,220
162 163
164
165 166