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
1576
$36.7M ﹤0.01%
124,984
+29,516
1577
$36.7M ﹤0.01%
1,738,638
+225,602
1578
$36.7M ﹤0.01%
577,446
-2,588
1579
$36.6M ﹤0.01%
1,098,814
-26,347
1580
$36.6M ﹤0.01%
963,727
+68,904
1581
$36.5M ﹤0.01%
10,178,369
-188,182
1582
$36.5M ﹤0.01%
588,073
+72,667
1583
$36.5M ﹤0.01%
215,755
-19,118
1584
$36.5M ﹤0.01%
2,527,887
-166,262
1585
$36.4M ﹤0.01%
1,084,762
-330,674
1586
$36.4M ﹤0.01%
997,706
-65,514
1587
$36.4M ﹤0.01%
1,737,333
+220,515
1588
$36.4M ﹤0.01%
694,898
-43,122
1589
$36.4M ﹤0.01%
4,234,159
+975,021
1590
$36.4M ﹤0.01%
646,038
-1,892
1591
$36.3M ﹤0.01%
862,492
+64,264
1592
$36.3M ﹤0.01%
232,677
+135,769
1593
$36.3M ﹤0.01%
1,602,350
+106,747
1594
$36.3M ﹤0.01%
803,711
+125,669
1595
$36.3M ﹤0.01%
593,767
+126,962
1596
$36.2M ﹤0.01%
743,120
+235,321
1597
$36.2M ﹤0.01%
273,655
-12,722
1598
$36.2M ﹤0.01%
943,058
-17,546
1599
$36.1M ﹤0.01%
1,015,131
+38,957
1600
$36.1M ﹤0.01%
3,355,118
+653,083
62 63
64
65 66