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
4751
$1.36M ﹤0.01%
1,999
-381
4752
$1.35M ﹤0.01%
167,606
-52,966
4753
$1.35M ﹤0.01%
14,760
+6,350
4754
$1.35M ﹤0.01%
2,384
-4,643
4755
$1.34M ﹤0.01%
81,707
+55,953
4756
$1.34M ﹤0.01%
28,989
+14,837
4757
$1.34M ﹤0.01%
103,784
+98,302
4758
$1.34M ﹤0.01%
130,586
+25,291
4759
$1.34M ﹤0.01%
95,966
-6,748
4760
$1.33M ﹤0.01%
28,732
-5,626
4761
$1.33M ﹤0.01%
98,121
+9,922
4762
$1.33M ﹤0.01%
328,142
+203,894
4763
$1.33M ﹤0.01%
28,664
+4,582
4764
$1.33M ﹤0.01%
39,725
+38,400
4765
$1.33M ﹤0.01%
28,627
+1,195
4766
$1.32M ﹤0.01%
72,543
-45,185
4767
$1.32M ﹤0.01%
22,096
-94,135
4768
$1.32M ﹤0.01%
21,710
+943
4769
$1.32M ﹤0.01%
49,323
+7,264
4770
$1.32M ﹤0.01%
121,915
+13,084
4771
$1.32M ﹤0.01%
236,570
+155,381
4772
$1.32M ﹤0.01%
32,201
-16,104
4773
$1.31M ﹤0.01%
36,748
-14,904
4774
$1.31M ﹤0.01%
221,467
+103,459
4775
$1.31M ﹤0.01%
26,319
+15,052
189 190
191
192 193