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
1551
$37.7M ﹤0.01%
390,514
+120,324
1552
$37.7M ﹤0.01%
1,534,624
+71,878
1553
$37.7M ﹤0.01%
154,229
-16,074
1554
$37.7M ﹤0.01%
623,188
+181,116
1555
$37.7M ﹤0.01%
405,789
+59,627
1556
$37.7M ﹤0.01%
1,445,001
+20,762
1557
$37.7M ﹤0.01%
732,542
+51,714
1558
$37.6M ﹤0.01%
967,060
-87,753
1559
$37.6M ﹤0.01%
+25,879
1560
$37.5M ﹤0.01%
262,189
-180
1561
$37.5M ﹤0.01%
570,303
+387,169
1562
$37.4M ﹤0.01%
276,218
+185,274
1563
$37.3M ﹤0.01%
162,245
-107,604
1564
$37.3M ﹤0.01%
97,967
+49,619
1565
$37.3M ﹤0.01%
885,345
+20,489
1566
$37.3M ﹤0.01%
537,696
+111,675
1567
$37.2M ﹤0.01%
21,088
+81
1568
$37.2M ﹤0.01%
331,562
-1,133,563
1569
$37.1M ﹤0.01%
3,057,222
+93,733
1570
$37.1M ﹤0.01%
663,815
+77,519
1571
$37M ﹤0.01%
2,605,604
-50,856
1572
$37M ﹤0.01%
+425,544
1573
$37M ﹤0.01%
565,832
+255,254
1574
$37M ﹤0.01%
1,107,346
+2,352
1575
$36.9M ﹤0.01%
382,777
+31,473
61 62
63
64 65