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
4876
$1.12M ﹤0.01%
50,581
+3,919
4877
$1.12M ﹤0.01%
84,810
+9,369
4878
$1.11M ﹤0.01%
17,921
+9,250
4879
$1.11M ﹤0.01%
79,284
-21,381
4880
$1.11M ﹤0.01%
48,935
-144,411
4881
$1.11M ﹤0.01%
10,852
-47
4882
$1.11M ﹤0.01%
69,806
+27,075
4883
$1.1M ﹤0.01%
154,107
-10,517
4884
$1.1M ﹤0.01%
350,971
+237,337
4885
$1.1M ﹤0.01%
62,732
+59,171
4886
$1.1M ﹤0.01%
53,019
-90,727
4887
$1.1M ﹤0.01%
147,962
-70,876
4888
$1.1M ﹤0.01%
68,351
+3,916
4889
$1.1M ﹤0.01%
106,879
+106,730
4890
$1.09M ﹤0.01%
85,782
+5,404
4891
$1.09M ﹤0.01%
79,695
+25,742
4892
$1.09M ﹤0.01%
30,461
-8,486
4893
$1.09M ﹤0.01%
34,370
+4,990
4894
$1.09M ﹤0.01%
9,065
+1,628
4895
$1.09M ﹤0.01%
69,495
-44,034
4896
$1.08M ﹤0.01%
15,408
+8,728
4897
$1.08M ﹤0.01%
11,587
+6,379
4898
$1.08M ﹤0.01%
169,881
-20,718
4899
$1.08M ﹤0.01%
37,978
-30,976
4900
$1.08M ﹤0.01%
+24,535
194 195
196
197 198