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
5726
$283K ﹤0.01%
12,557
+34
5727
$282K ﹤0.01%
11,699
-1,165
5728
$281K ﹤0.01%
6,270
+282
5729
$281K ﹤0.01%
9,101
-1,009
5730
$281K ﹤0.01%
904
+4
5731
$279K ﹤0.01%
1,851
+296
5732
$279K ﹤0.01%
118,576
-12,601
5733
$277K ﹤0.01%
10,752
+1,576
5734
$277K ﹤0.01%
22,570
-862
5735
$276K ﹤0.01%
3,364
+2,315
5736
$276K ﹤0.01%
173,395
-214,407
5737
$276K ﹤0.01%
17,805
+327
5738
$276K ﹤0.01%
50,320
5739
$275K ﹤0.01%
121,300
-106,681
5740
$274K ﹤0.01%
5,734
+1,629
5741
$274K ﹤0.01%
20,489
+18,566
5742
$274K ﹤0.01%
27,827
-241
5743
$273K ﹤0.01%
914
+288
5744
$272K ﹤0.01%
18,173
+14,206
5745
$271K ﹤0.01%
11,648
+8,275
5746
$271K ﹤0.01%
13,695
+3,773
5747
$271K ﹤0.01%
377,790
-185,250
5748
$271K ﹤0.01%
12,840
-3,987
5749
$270K ﹤0.01%
18,438
+5,459
5750
$270K ﹤0.01%
9,605
-42,189
228 229
230
231 232