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
4226
$2.76M ﹤0.01%
155,332
-11,529
4227
$2.76M ﹤0.01%
605,621
-34,462
4228
$2.75M ﹤0.01%
2,488
-44
4229
$2.75M ﹤0.01%
2,839,160
+350,386
4230
$2.75M ﹤0.01%
191,887
+8,435
4231
$2.75M ﹤0.01%
47,085
+711
4232
$2.75M ﹤0.01%
2,830,951
4233
$2.74M ﹤0.01%
101,140
+35,113
4234
$2.74M ﹤0.01%
163,401
+11,318
4235
$2.74M ﹤0.01%
69,040
+28,148
4236
$2.74M ﹤0.01%
131,197
+13,050
4237
$2.74M ﹤0.01%
139,168
+112,435
4238
$2.73M ﹤0.01%
307,823
+4,883
4239
$2.73M ﹤0.01%
201,162
+65,522
4240
$2.73M ﹤0.01%
129,728
-42,062
4241
$2.73M ﹤0.01%
171,016
-6,659
4242
$2.73M ﹤0.01%
324,414
+186,419
4243
$2.72M ﹤0.01%
154,981
+117,015
4244
$2.72M ﹤0.01%
208
-40
4245
$2.72M ﹤0.01%
70,298
+19,980
4246
$2.72M ﹤0.01%
228,727
-159,410
4247
$2.71M ﹤0.01%
1,322,404
+890,810
4248
$2.7M ﹤0.01%
1,196,214
-277,291
4249
$2.7M ﹤0.01%
262,144
+77,344
4250
$2.69M ﹤0.01%
191,249
+29,918
168 169
170
171 172