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
4601
$1.68M ﹤0.01%
179,494
-265,145
4602
$1.68M ﹤0.01%
313,068
+59,882
4603
$1.68M ﹤0.01%
21,476
-3,248
4604
$1.68M ﹤0.01%
337,569
-97,542
4605
$1.68M ﹤0.01%
109,697
-277,329
4606
$1.67M ﹤0.01%
58,300
+4,415
4607
$1.67M ﹤0.01%
36,316
+35,443
4608
$1.67M ﹤0.01%
81,220
-6,684
4609
$1.66M ﹤0.01%
158,836
-3,245
4610
$1.66M ﹤0.01%
370,889
-70,267
4611
$1.66M ﹤0.01%
92,752
+4,507
4612
$1.66M ﹤0.01%
142,345
+17,251
4613
$1.66M ﹤0.01%
250,367
-11,863
4614
$1.66M ﹤0.01%
364,672
+90,662
4615
$1.66M ﹤0.01%
122,185
+42,665
4616
$1.66M ﹤0.01%
370,267
+115,800
4617
$1.65M ﹤0.01%
39,967
+11,647
4618
$1.65M ﹤0.01%
203,378
-258,452
4619
$1.65M ﹤0.01%
52,247
-190,719
4620
$1.65M ﹤0.01%
207,030
-38,966
4621
$1.64M ﹤0.01%
9,934
+6,457
4622
$1.64M ﹤0.01%
51,183
+9,836
4623
$1.64M ﹤0.01%
167,514
+167,034
4624
$1.64M ﹤0.01%
44,848
-864
4625
$1.64M ﹤0.01%
104,325
-132,133
183 184
185
186 187