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
4676
$1.51M ﹤0.01%
4,059
-703
4677
$1.5M ﹤0.01%
15,803
-3,068
4678
$1.5M ﹤0.01%
157,342
-19,193
4679
$1.5M ﹤0.01%
76,193
-13,868
4680
$1.5M ﹤0.01%
6,732
-5,801
4681
$1.5M ﹤0.01%
50,979
+5,561
4682
$1.49M ﹤0.01%
144,067
-3,728
4683
$1.49M ﹤0.01%
78,759
+3,749
4684
$1.49M ﹤0.01%
145,592
+8,738
4685
$1.49M ﹤0.01%
62,239
+10,013
4686
$1.49M ﹤0.01%
28,520
+3,897
4687
$1.49M ﹤0.01%
39,589
-17,178
4688
$1.49M ﹤0.01%
111,949
+37,690
4689
$1.49M ﹤0.01%
29,490
-732
4690
$1.48M ﹤0.01%
46,925
+24,979
4691
$1.48M ﹤0.01%
469,553
-112,956
4692
$1.48M ﹤0.01%
1,366,028
-56,747
4693
$1.47M ﹤0.01%
26,704
-57,226
4694
$1.47M ﹤0.01%
103,402
+5,588
4695
$1.47M ﹤0.01%
395,808
+305,712
4696
$1.47M ﹤0.01%
36,023
+10,300
4697
$1.47M ﹤0.01%
77,307
+25,400
4698
$1.47M ﹤0.01%
16,478
-399
4699
$1.47M ﹤0.01%
69,424
+12,175
4700
$1.47M ﹤0.01%
401,942
+22,642
186 187
188
189 190