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
4326
$2.44M ﹤0.01%
347,813
+295,319
4327
$2.43M ﹤0.01%
89,563
+787
4328
$2.43M ﹤0.01%
46,712
+38,792
4329
$2.42M ﹤0.01%
+26,149
4330
$2.42M ﹤0.01%
170,494
-11,854
4331
$2.42M ﹤0.01%
151,521
+6,506
4332
$2.42M ﹤0.01%
101,782
+34,190
4333
$2.42M ﹤0.01%
73,078
+52,888
4334
$2.41M ﹤0.01%
438,245
-84,774
4335
$2.41M ﹤0.01%
162,883
-21,898
4336
$2.41M ﹤0.01%
191,215
+16,303
4337
$2.4M ﹤0.01%
224,702
+94,930
4338
$2.4M ﹤0.01%
64,457
+3,092
4339
$2.4M ﹤0.01%
365,766
+319,978
4340
$2.39M ﹤0.01%
65,066
+9,720
4341
$2.38M ﹤0.01%
268,941
+21,681
4342
$2.38M ﹤0.01%
74,182
+3,618
4343
$2.38M ﹤0.01%
38,999
+18,119
4344
$2.38M ﹤0.01%
44,454
+44,069
4345
$2.38M ﹤0.01%
445,015
-1,055,011
4346
$2.38M ﹤0.01%
82,656
+4,523
4347
$2.37M ﹤0.01%
9,532
+9,216
4348
$2.37M ﹤0.01%
212,369
+205,030
4349
$2.37M ﹤0.01%
68,672
+50,582
4350
$2.37M ﹤0.01%
82,935
+7,070
172 173
174
175 176