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
1601
$36M ﹤0.01%
1,771,402
+44,249
1602
$35.9M ﹤0.01%
3,354,472
+265,099
1603
$35.9M ﹤0.01%
341,039
-2,081,555
1604
$35.9M ﹤0.01%
301,782
+31,770
1605
$35.8M ﹤0.01%
4,466,888
-2,168,137
1606
$35.8M ﹤0.01%
637,117
+9,451
1607
$35.8M ﹤0.01%
551,164
-193,104
1608
$35.8M ﹤0.01%
1,190,914
+77,712
1609
$35.7M ﹤0.01%
1,136,819
+21,251
1610
$35.6M ﹤0.01%
99,236
+1,210
1611
$35.6M ﹤0.01%
615,332
+595,449
1612
$35.6M ﹤0.01%
847,560
+225,504
1613
$35.5M ﹤0.01%
3,558,166
+110,583
1614
$35.4M ﹤0.01%
867,925
-45,189
1615
$35.3M ﹤0.01%
740,039
+56,579
1616
$35.3M ﹤0.01%
585,376
+188,781
1617
$35.3M ﹤0.01%
556,810
+76,129
1618
$35.3M ﹤0.01%
130,995
+35,002
1619
$35.3M ﹤0.01%
1,359,949
+2,052
1620
$35.2M ﹤0.01%
1,127,244
-410,601
1621
$35.2M ﹤0.01%
1,669,128
+72,383
1622
$35.1M ﹤0.01%
225,108
+38,555
1623
$35.1M ﹤0.01%
958,452
+20,127
1624
$35M ﹤0.01%
179,363
+31,048
1625
$35M ﹤0.01%
1,272,160
-29,793
63 64
65
66 67