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
4551
$1.82M ﹤0.01%
110,275
-50,910
4552
$1.82M ﹤0.01%
73,377
-12,551
4553
$1.82M ﹤0.01%
353,313
-393,316
4554
$1.82M ﹤0.01%
144,044
+11,114
4555
$1.81M ﹤0.01%
470,422
4556
$1.8M ﹤0.01%
7,236
+7,198
4557
$1.8M ﹤0.01%
81,002
+14,940
4558
$1.8M ﹤0.01%
80,968
+9,430
4559
$1.8M ﹤0.01%
113,858
+4,393
4560
$1.8M ﹤0.01%
114,007
-58,401
4561
$1.8M ﹤0.01%
78,119
+26,525
4562
$1.79M ﹤0.01%
127,149
-2,781
4563
$1.79M ﹤0.01%
265,108
+43,508
4564
$1.79M ﹤0.01%
226,486
-8,527
4565
$1.79M ﹤0.01%
41,859
+1,238
4566
$1.79M ﹤0.01%
58,676
+32,962
4567
$1.79M ﹤0.01%
137,481
+39,945
4568
$1.79M ﹤0.01%
116,873
-7,888
4569
$1.79M ﹤0.01%
189,997
+37,376
4570
$1.78M ﹤0.01%
157,980
-194,351
4571
$1.78M ﹤0.01%
2,927
-378
4572
$1.78M ﹤0.01%
74,817
-48,020
4573
$1.78M ﹤0.01%
22,806
-13,531
4574
$1.77M ﹤0.01%
198,603
+1,161
4575
$1.77M ﹤0.01%
43,911
+3,330
181 182
183
184 185