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
4276
$2.6M ﹤0.01%
101,255
+24,102
4277
$2.6M ﹤0.01%
23,834
+1,438
4278
$2.6M ﹤0.01%
268,082
+143,359
4279
$2.59M ﹤0.01%
100,000
4280
$2.59M ﹤0.01%
98,142
+21,077
4281
$2.59M ﹤0.01%
61,685
+42,240
4282
$2.59M ﹤0.01%
210,415
+750
4283
$2.58M ﹤0.01%
94,532
+73,112
4284
$2.58M ﹤0.01%
303,472
+115,973
4285
$2.58M ﹤0.01%
174,770
+1,099
4286
$2.58M ﹤0.01%
169,454
-3,601
4287
$2.57M ﹤0.01%
66,040
-7,260
4288
$2.57M ﹤0.01%
+13,951
4289
$2.57M ﹤0.01%
110,876
+8,593
4290
$2.57M ﹤0.01%
6,122
-13
4291
$2.57M ﹤0.01%
50,069
+23,567
4292
$2.57M ﹤0.01%
430,009
-110,891
4293
$2.56M ﹤0.01%
83,259
-2,745
4294
$2.56M ﹤0.01%
61,686
+13,029
4295
$2.56M ﹤0.01%
288,720
-129,955
4296
$2.55M ﹤0.01%
382,411
+63,963
4297
$2.55M ﹤0.01%
250,692
-125,314
4298
$2.54M ﹤0.01%
120,514
+8,960
4299
$2.54M ﹤0.01%
51,188
+2,096
4300
$2.54M ﹤0.01%
292,609
-210,510
170 171
172
173 174