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
4826
$1.2M ﹤0.01%
179,248
+30,649
4827
$1.2M ﹤0.01%
46,040
+265
4828
$1.2M ﹤0.01%
7,213
+6,949
4829
$1.2M ﹤0.01%
298,746
-63,798
4830
$1.19M ﹤0.01%
14,091
+10,263
4831
$1.19M ﹤0.01%
60,398
+30,684
4832
$1.19M ﹤0.01%
178,190
-266,702
4833
$1.19M ﹤0.01%
33,846
+12,660
4834
$1.19M ﹤0.01%
1,683
+328
4835
$1.19M ﹤0.01%
50,000
-300,000
4836
$1.18M ﹤0.01%
10,648
+107
4837
$1.18M ﹤0.01%
9,747
+7,595
4838
$1.18M ﹤0.01%
21,377
+949
4839
$1.18M ﹤0.01%
119,599
+6,480
4840
$1.17M ﹤0.01%
19,502
+11,394
4841
$1.17M ﹤0.01%
61,032
+9,749
4842
$1.17M ﹤0.01%
4,397
+21
4843
$1.17M ﹤0.01%
18,194
+8,972
4844
$1.17M ﹤0.01%
451,996
+337,890
4845
$1.17M ﹤0.01%
83,289
-77,738
4846
$1.16M ﹤0.01%
61,151
-12,700
4847
$1.16M ﹤0.01%
42,545
+39,225
4848
$1.16M ﹤0.01%
78,011
+15,791
4849
$1.16M ﹤0.01%
179,526
+50,744
4850
$1.15M ﹤0.01%
34,336
+18,547
192 193
194
195 196