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
1526
$39M ﹤0.01%
325,112
+31,914
1527
$38.8M ﹤0.01%
118,465
-744
1528
$38.8M ﹤0.01%
3,199,035
-4,098,536
1529
$38.7M ﹤0.01%
1,739,527
-359,221
1530
$38.7M ﹤0.01%
363,249
+231,304
1531
$38.7M ﹤0.01%
+2,021,497
1532
$38.7M ﹤0.01%
766,116
+301,597
1533
$38.6M ﹤0.01%
7,902,104
+667,530
1534
$38.5M ﹤0.01%
2,046,793
+120,814
1535
$38.5M ﹤0.01%
847,793
-883,841
1536
$38.4M ﹤0.01%
988,320
+164,422
1537
$38.4M ﹤0.01%
483,723
+172,317
1538
$38.4M ﹤0.01%
367,303
+36,626
1539
$38.3M ﹤0.01%
2,190,034
+676,745
1540
$38.3M ﹤0.01%
1,673,631
+397,304
1541
$38.2M ﹤0.01%
1,101,744
+1,086,627
1542
$38.2M ﹤0.01%
3,044,617
+356,980
1543
$38.2M ﹤0.01%
257,591
-974
1544
$38.2M ﹤0.01%
2,856,695
+36,426
1545
$38.1M ﹤0.01%
1,158,621
+223,702
1546
$38M ﹤0.01%
1,446,082
+133,630
1547
$38M ﹤0.01%
430,452
-327,622
1548
$37.9M ﹤0.01%
476,088
+17,464
1549
$37.8M ﹤0.01%
488,742
-27,187
1550
$37.8M ﹤0.01%
1,045,183
-788,325
60 61
62
63 64