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
4301
$2.53M ﹤0.01%
30,144
-18,087
4302
$2.53M ﹤0.01%
261,136
+165,148
4303
$2.53M ﹤0.01%
463,843
-53,420
4304
$2.53M ﹤0.01%
72,727
+781
4305
$2.52M ﹤0.01%
5,989
+242
4306
$2.52M ﹤0.01%
95,483
+6,870
4307
$2.51M ﹤0.01%
73,454
-49,712
4308
$2.51M ﹤0.01%
85,765
+22,681
4309
$2.5M ﹤0.01%
88,214
-1,001
4310
$2.5M ﹤0.01%
86,321
-53,252
4311
$2.5M ﹤0.01%
319,468
+218,346
4312
$2.5M ﹤0.01%
36,811
+408
4313
$2.5M ﹤0.01%
46,477
+1,355
4314
$2.49M ﹤0.01%
803,719
-1,468,773
4315
$2.48M ﹤0.01%
104,851
-108
4316
$2.48M ﹤0.01%
244,666
-86,388
4317
$2.47M ﹤0.01%
52,437
-8,876
4318
$2.47M ﹤0.01%
11,514
+10,471
4319
$2.46M ﹤0.01%
56,367
+53,099
4320
$2.46M ﹤0.01%
99,124
+30,687
4321
$2.46M ﹤0.01%
346,060
+17,352
4322
$2.46M ﹤0.01%
34,146
+625
4323
$2.46M ﹤0.01%
88,412
+28,570
4324
$2.45M ﹤0.01%
1,354,359
+462,252
4325
$2.44M ﹤0.01%
872,441
-11,100
171 172
173
174 175