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
1476
$41.9M 0.01%
154,744
+26,820
1477
$41.9M 0.01%
746,902
+168,030
1478
$41.9M 0.01%
1,143,436
-205,005
1479
$41.8M 0.01%
886,500
-970,051
1480
$41.8M 0.01%
758,428
-108,511
1481
$41.8M 0.01%
3,503,172
+1,198,597
1482
$41.7M 0.01%
503,775
-596,512
1483
$41.7M 0.01%
879,550
+19,137
1484
$41.7M 0.01%
861,889
+564,528
1485
$41.6M 0.01%
2,200,725
-2,470,814
1486
$41.6M 0.01%
1,151,775
+1,006,574
1487
$41.4M 0.01%
688,656
-256,737
1488
$41.2M 0.01%
1,295,315
-1,909,733
1489
$41.2M 0.01%
543,510
-36,511
1490
$41.2M 0.01%
312,876
+34,987
1491
$41.1M 0.01%
408,742
+74,917
1492
$41.1M 0.01%
7,069,110
-152,824
1493
$41.1M 0.01%
160,882
+59,015
1494
$41.1M 0.01%
3,208,174
-98,714
1495
$40.9M 0.01%
334,513
+21,276
1496
$40.9M 0.01%
469,388
-159,062
1497
$40.9M 0.01%
1,012,464
+152,962
1498
$40.8M 0.01%
526,781
+59,234
1499
$40.8M 0.01%
1,670,694
+22,686
1500
$40.8M 0.01%
916,780
+161,201
58 59
60
61 62