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
4426
$2.16M ﹤0.01%
25,854
+3,251
4427
$2.16M ﹤0.01%
175,908
-10,679
4428
$2.16M ﹤0.01%
308,190
+26,740
4429
$2.16M ﹤0.01%
351,774
+25,554
4430
$2.15M ﹤0.01%
+84,787
4431
$2.15M ﹤0.01%
67,049
+48,171
4432
$2.15M ﹤0.01%
63,231
+19,374
4433
$2.14M ﹤0.01%
128,988
-247,465
4434
$2.14M ﹤0.01%
105,717
+78,718
4435
$2.13M ﹤0.01%
133,014
+9,828
4436
$2.12M ﹤0.01%
132,747
+5,520
4437
$2.12M ﹤0.01%
97,479
+59,128
4438
$2.12M ﹤0.01%
42,612
-4,033
4439
$2.12M ﹤0.01%
94,385
-106,618
4440
$2.11M ﹤0.01%
207,174
-34,776
4441
$2.11M ﹤0.01%
348,866
+227,152
4442
$2.11M ﹤0.01%
74,841
-81,008
4443
$2.11M ﹤0.01%
57,345
+8,002
4444
$2.11M ﹤0.01%
90,612
+20,155
4445
$2.11M ﹤0.01%
560,557
-254,028
4446
$2.11M ﹤0.01%
115,126
-6,708
4447
$2.11M ﹤0.01%
46,860
+4,464
4448
$2.1M ﹤0.01%
50,024
+30,976
4449
$2.1M ﹤0.01%
576,077
+544,576
4450
$2.1M ﹤0.01%
93,457
-33,051
176 177
178
179 180