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
4101
$3.2M ﹤0.01%
67,659
-109,637
4102
$3.2M ﹤0.01%
85,933
+5,110
4103
$3.19M ﹤0.01%
451,630
+123,271
4104
$3.19M ﹤0.01%
130,768
+73,186
4105
$3.19M ﹤0.01%
104,300
+430
4106
$3.19M ﹤0.01%
34,679
+6,817
4107
$3.19M ﹤0.01%
+213,280
4108
$3.19M ﹤0.01%
100,991
+22,509
4109
$3.18M ﹤0.01%
187,880
-50,825
4110
$3.18M ﹤0.01%
57,755
-29,586
4111
$3.17M ﹤0.01%
77,910
-42,310
4112
$3.17M ﹤0.01%
1,165,582
-504,646
4113
$3.17M ﹤0.01%
41,169
-18,646
4114
$3.17M ﹤0.01%
205,864
+8,840
4115
$3.16M ﹤0.01%
176,003
-22,642
4116
$3.16M ﹤0.01%
193,965
+21,289
4117
$3.16M ﹤0.01%
68,033
-372
4118
$3.15M ﹤0.01%
56,324
-108
4119
$3.15M ﹤0.01%
91,626
+23,280
4120
$3.14M ﹤0.01%
149,021
+141,136
4121
$3.14M ﹤0.01%
57,449
+4,255
4122
$3.13M ﹤0.01%
355,614
+5,436
4123
$3.13M ﹤0.01%
+225,332
4124
$3.13M ﹤0.01%
140,926
-42,423
4125
$3.13M ﹤0.01%
157,302
+112,212
163 164
165
166 167