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
4626
$1.63M ﹤0.01%
54,600
+11,016
4627
$1.62M ﹤0.01%
107,483
+9,284
4628
$1.62M ﹤0.01%
320,534
+97,304
4629
$1.61M ﹤0.01%
182,875
-4,767
4630
$1.61M ﹤0.01%
719,268
+1,001
4631
$1.61M ﹤0.01%
90,693
-43,534
4632
$1.61M ﹤0.01%
175,384
-30,848
4633
$1.6M ﹤0.01%
28,896
-2,649
4634
$1.6M ﹤0.01%
108,542
-13,674
4635
$1.6M ﹤0.01%
51,630
+24,223
4636
$1.59M ﹤0.01%
178,956
+169,901
4637
$1.59M ﹤0.01%
88,209
-182,365
4638
$1.59M ﹤0.01%
27,018
-106
4639
$1.59M ﹤0.01%
78,886
-409
4640
$1.58M ﹤0.01%
115,028
+18,141
4641
$1.58M ﹤0.01%
173,387
-129,131
4642
$1.58M ﹤0.01%
16,545
-38,601
4643
$1.58M ﹤0.01%
89,550
+4,539
4644
$1.58M ﹤0.01%
23,641
+22,657
4645
$1.58M ﹤0.01%
28,649
+6,356
4646
$1.58M ﹤0.01%
82,966
+38,096
4647
$1.58M ﹤0.01%
26,691
+2,487
4648
$1.57M ﹤0.01%
372,955
-121,961
4649
$1.57M ﹤0.01%
47,368
+4,656
4650
$1.57M ﹤0.01%
16,356
+13,039
184 185
186
187 188