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
1501
$40.7M 0.01%
429,523
+11,444
1502
$40.6M 0.01%
3,734,093
+295,557
1503
$40.5M 0.01%
194,540
-36,865
1504
$40.4M 0.01%
381,544
+29,074
1505
$40.3M 0.01%
1,675,812
+286,628
1506
$40.3M 0.01%
549,717
+114,824
1507
$40.2M 0.01%
839,195
+82,198
1508
$40.2M 0.01%
873,097
-62,123
1509
$40.1M ﹤0.01%
101,722
-10,668
1510
$40.1M ﹤0.01%
1,895,941
+1,252,616
1511
$40M ﹤0.01%
1,938,260
+1,133,000
1512
$40M ﹤0.01%
2,327,451
+410,730
1513
$39.9M ﹤0.01%
530,084
-21,923
1514
$39.8M ﹤0.01%
680,920
+197,426
1515
$39.7M ﹤0.01%
871,662
+30,738
1516
$39.6M ﹤0.01%
1,166,100
+87,990
1517
$39.5M ﹤0.01%
734,912
+18,931
1518
$39.4M ﹤0.01%
4,628,559
+294,772
1519
$39.4M ﹤0.01%
1,251,043
+118,292
1520
$39.4M ﹤0.01%
2,132,394
+112,962
1521
$39.3M ﹤0.01%
1,693,410
-150,021
1522
$39.3M ﹤0.01%
1,327,484
+156,309
1523
$39.1M ﹤0.01%
3,995,626
+440,912
1524
$39.1M ﹤0.01%
841,686
-563,954
1525
$39M ﹤0.01%
675,679
-34,652
59 60
61
62 63