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
4526
$1.91M ﹤0.01%
465,064
+226,346
4527
$1.91M ﹤0.01%
134,682
+18,162
4528
$1.91M ﹤0.01%
749,084
+424,267
4529
$1.91M ﹤0.01%
24,602
-6,291
4530
$1.91M ﹤0.01%
173,680
+15,960
4531
$1.9M ﹤0.01%
112,297
-5,285
4532
$1.9M ﹤0.01%
102,569
+39,665
4533
$1.9M ﹤0.01%
182,728
+129,746
4534
$1.89M ﹤0.01%
+36,813
4535
$1.89M ﹤0.01%
110,133
-16,326
4536
$1.89M ﹤0.01%
43,404
-35,224
4537
$1.88M ﹤0.01%
67,962
+7,666
4538
$1.88M ﹤0.01%
20,434
-3,434
4539
$1.87M ﹤0.01%
57,265
-7,076
4540
$1.86M ﹤0.01%
547,211
-783,168
4541
$1.86M ﹤0.01%
57,719
-1,833
4542
$1.85M ﹤0.01%
131,732
+22,687
4543
$1.85M ﹤0.01%
151,778
+83,055
4544
$1.84M ﹤0.01%
31,247
-3,317
4545
$1.84M ﹤0.01%
42,899
-26,923
4546
$1.83M ﹤0.01%
111,404
+50,667
4547
$1.83M ﹤0.01%
59,690
+29,537
4548
$1.83M ﹤0.01%
33,227
-231,608
4549
$1.82M ﹤0.01%
113,137
-4,545
4550
$1.82M ﹤0.01%
87,328
-40,528
180 181
182
183 184