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
5601
$358K ﹤0.01%
135,927
+36,210
5602
$358K ﹤0.01%
28,180
-700
5603
$358K ﹤0.01%
73,581
-1,300
5604
$356K ﹤0.01%
9,053
-19,721
5605
$356K ﹤0.01%
31,361
-667
5606
$355K ﹤0.01%
15,360
+9,020
5607
$354K ﹤0.01%
57,207
+1,073
5608
$354K ﹤0.01%
23,795
+7,985
5609
$353K ﹤0.01%
13,462
-38,123
5610
$352K ﹤0.01%
4,495
+1,074
5611
$351K ﹤0.01%
49,878
+18,557
5612
$350K ﹤0.01%
6,947
-249
5613
$349K ﹤0.01%
74,628
-22,353
5614
$349K ﹤0.01%
9,823
+377
5615
$348K ﹤0.01%
85,369
+65,206
5616
$346K ﹤0.01%
27,106
+195
5617
$345K ﹤0.01%
3,265
-2,161
5618
$345K ﹤0.01%
21,501
-1,154
5619
$345K ﹤0.01%
14,082
+1,761
5620
$345K ﹤0.01%
10,394
+2,070
5621
$345K ﹤0.01%
43,452
-7,301
5622
$343K ﹤0.01%
32,450
+31,450
5623
$342K ﹤0.01%
19,962
-17,812
5624
$342K ﹤0.01%
21,391
+3,428
5625
$342K ﹤0.01%
33,360
+3,842
223 224
225
226 227