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
4901
$1.08M ﹤0.01%
283,086
4902
$1.07M ﹤0.01%
1,292,963
-992,112
4903
$1.07M ﹤0.01%
29,394
+1,909
4904
$1.07M ﹤0.01%
411
+238
4905
$1.07M ﹤0.01%
207,463
-3,134
4906
$1.07M ﹤0.01%
38,343
-3,606
4907
$1.07M ﹤0.01%
227,336
+133,262
4908
$1.07M ﹤0.01%
261,266
+41,883
4909
$1.06M ﹤0.01%
177,507
+122,807
4910
$1.06M ﹤0.01%
7,983
-1,142
4911
$1.06M ﹤0.01%
50,392
-22,891
4912
$1.06M ﹤0.01%
132,543
-290,913
4913
$1.05M ﹤0.01%
57,592
+14,325
4914
$1.05M ﹤0.01%
9,280
+1,358
4915
$1.05M ﹤0.01%
124,880
+7,608
4916
$1.05M ﹤0.01%
22,722
-60,541
4917
$1.04M ﹤0.01%
81,036
+26,324
4918
$1.04M ﹤0.01%
93,828
+68,313
4919
$1.04M ﹤0.01%
+50,675
4920
$1.04M ﹤0.01%
39,555
-17,787
4921
$1.04M ﹤0.01%
70,593
+2,748
4922
$1.04M ﹤0.01%
55,679
-12,483
4923
$1.04M ﹤0.01%
4,222
+1,618
4924
$1.04M ﹤0.01%
23,362
+11,250
4925
$1.04M ﹤0.01%
38,403
+5,799
195 196
197
198 199