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
4776
$1.31M ﹤0.01%
60,344
+17,844
4777
$1.3M ﹤0.01%
133,068
4778
$1.3M ﹤0.01%
91,544
-753
4779
$1.3M ﹤0.01%
96,132
+49,852
4780
$1.3M ﹤0.01%
92,799
-1,879
4781
$1.3M ﹤0.01%
40,848
+5,731
4782
$1.29M ﹤0.01%
528,557
+403,214
4783
$1.29M ﹤0.01%
42,204
+13,630
4784
$1.29M ﹤0.01%
74,645
-185,317
4785
$1.29M ﹤0.01%
420,328
-79,819
4786
$1.29M ﹤0.01%
154,279
+153,555
4787
$1.28M ﹤0.01%
236,161
-106,789
4788
$1.28M ﹤0.01%
16,275
-2,298
4789
$1.28M ﹤0.01%
69,401
-19,592
4790
$1.28M ﹤0.01%
32,125
-1,107
4791
$1.27M ﹤0.01%
36,599
-39,492
4792
$1.27M ﹤0.01%
39,574
-15,911
4793
$1.27M ﹤0.01%
18,383
-937
4794
$1.26M ﹤0.01%
57,778
+11,089
4795
$1.26M ﹤0.01%
95,162
-172,844
4796
$1.26M ﹤0.01%
122,981
-179,691
4797
$1.26M ﹤0.01%
27,077
-19,553
4798
$1.25M ﹤0.01%
83,137
-9,498
4799
$1.24M ﹤0.01%
115,580
-22,559
4800
$1.24M ﹤0.01%
79,401
-16,768
190 191
192
193 194