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
4451
$2.1M ﹤0.01%
196,095
+10,243
4452
$2.09M ﹤0.01%
44,983
+25,331
4453
$2.09M ﹤0.01%
96,396
-161,980
4454
$2.09M ﹤0.01%
448,330
+318,953
4455
$2.09M ﹤0.01%
48,611
+8,752
4456
$2.08M ﹤0.01%
24,299
+409
4457
$2.08M ﹤0.01%
197,461
-242,398
4458
$2.08M ﹤0.01%
913,264
+669,117
4459
$2.08M ﹤0.01%
123,185
-72,257
4460
$2.08M ﹤0.01%
179,020
-12,505
4461
$2.08M ﹤0.01%
40,967
+37,156
4462
$2.08M ﹤0.01%
183,007
-39,494
4463
$2.07M ﹤0.01%
208,314
+137,808
4464
$2.06M ﹤0.01%
32,029
-28,696
4465
$2.06M ﹤0.01%
101,053
-13,050
4466
$2.06M ﹤0.01%
209,919
-42,228
4467
$2.06M ﹤0.01%
170,529
+1,044
4468
$2.06M ﹤0.01%
80,472
+973
4469
$2.06M ﹤0.01%
422,641
+165,082
4470
$2.05M ﹤0.01%
34,015
-24,056
4471
$2.04M ﹤0.01%
57,264
-25,404
4472
$2.04M ﹤0.01%
111,764
+32,422
4473
$2.04M ﹤0.01%
51,007
+16,571
4474
$2.04M ﹤0.01%
159,612
-378
4475
$2.03M ﹤0.01%
1,828,740
-225,514
177 178
179
180 181