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
4651
$1.57M ﹤0.01%
24,753
+19,842
4652
$1.57M ﹤0.01%
9,643
+188
4653
$1.57M ﹤0.01%
246,869
-162,702
4654
$1.56M ﹤0.01%
1,127
+86
4655
$1.56M ﹤0.01%
46,743
-2,987
4656
$1.56M ﹤0.01%
103,068
+50,312
4657
$1.55M ﹤0.01%
35,086
+34,486
4658
$1.55M ﹤0.01%
48,527
+22,895
4659
$1.55M ﹤0.01%
15,500
4660
$1.55M ﹤0.01%
34,206
+15,442
4661
$1.55M ﹤0.01%
37,896
+10,390
4662
$1.55M ﹤0.01%
700,000
4663
$1.54M ﹤0.01%
29,280
-4,319
4664
$1.54M ﹤0.01%
+17,207
4665
$1.54M ﹤0.01%
312,248
+238,480
4666
$1.53M ﹤0.01%
32,757
-14,514
4667
$1.52M ﹤0.01%
+115,108
4668
$1.52M ﹤0.01%
193,873
-39,502
4669
$1.52M ﹤0.01%
137,627
+51,762
4670
$1.52M ﹤0.01%
25,683
-4,594
4671
$1.52M ﹤0.01%
151,002
+47,186
4672
$1.51M ﹤0.01%
38,138
+30,136
4673
$1.51M ﹤0.01%
884,558
+631,771
4674
$1.51M ﹤0.01%
31,389
+2,127
4675
$1.51M ﹤0.01%
76,272
-366
185 186
187
188 189