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
5751
$269K ﹤0.01%
37,494
-15,520
5752
$269K ﹤0.01%
40,049
-333,265
5753
$269K ﹤0.01%
7,598
+5,836
5754
$269K ﹤0.01%
38,722
+5,504
5755
$266K ﹤0.01%
5,084
-23,341
5756
$266K ﹤0.01%
24,412
-48,895
5757
$265K ﹤0.01%
29,822
+20,000
5758
$265K ﹤0.01%
10,616
+8,741
5759
$264K ﹤0.01%
40,640
+10,458
5760
$264K ﹤0.01%
318,147
-970,192
5761
$263K ﹤0.01%
17,018
-18,198
5762
$263K ﹤0.01%
1,812
-112
5763
$262K ﹤0.01%
54
+28
5764
$262K ﹤0.01%
17,177
+16,311
5765
$262K ﹤0.01%
18,256
+709
5766
$262K ﹤0.01%
9,079
-1,445
5767
$262K ﹤0.01%
1,046
5768
$261K ﹤0.01%
34,785
+15,347
5769
$261K ﹤0.01%
8,266
-21
5770
$261K ﹤0.01%
23,716
-3,372
5771
$261K ﹤0.01%
131,826
+41,206
5772
$260K ﹤0.01%
3,524
-3,318
5773
$260K ﹤0.01%
4,284
-1,850
5774
$260K ﹤0.01%
+26,391
5775
$258K ﹤0.01%
13,990
-1,646
229 230
231
232 233