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
4201
$2.85M ﹤0.01%
54,872
-6,810
4202
$2.85M ﹤0.01%
33,762
-101
4203
$2.85M ﹤0.01%
267,061
-182,139
4204
$2.83M ﹤0.01%
158,052
+115,175
4205
$2.83M ﹤0.01%
55,232
+53,721
4206
$2.83M ﹤0.01%
494,151
+31,401
4207
$2.83M ﹤0.01%
166,133
+13,055
4208
$2.82M ﹤0.01%
+260,743
4209
$2.81M ﹤0.01%
134,351
-11,927
4210
$2.81M ﹤0.01%
3,785
+2,027
4211
$2.8M ﹤0.01%
60,784
-98,446
4212
$2.79M ﹤0.01%
41,344
-63,024
4213
$2.79M ﹤0.01%
488,924
+378,364
4214
$2.79M ﹤0.01%
160,850
-482
4215
$2.79M ﹤0.01%
46,586
+22,239
4216
$2.79M ﹤0.01%
26,335
-66,807
4217
$2.79M ﹤0.01%
6,353
-2,640
4218
$2.78M ﹤0.01%
165,125
-64,939
4219
$2.77M ﹤0.01%
156,475
+74,564
4220
$2.77M ﹤0.01%
135,939
+42,038
4221
$2.77M ﹤0.01%
55,725
+10,642
4222
$2.77M ﹤0.01%
258,321
-9,912
4223
$2.77M ﹤0.01%
73,729
-32,423
4224
$2.76M ﹤0.01%
148,622
+105,941
4225
$2.76M ﹤0.01%
132,502
+48,792
167 168
169
170 171