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
1651
$33.5M ﹤0.01%
81,510
-26,635
1652
$33.4M ﹤0.01%
1,017,860
+157,505
1653
$33.4M ﹤0.01%
494,241
+78,302
1654
$33.3M ﹤0.01%
561,030
+3,642
1655
$33.3M ﹤0.01%
1,571,277
-32,504
1656
$33.3M ﹤0.01%
125,657
+36,511
1657
$33.2M ﹤0.01%
2,208,920
-81,245
1658
$33.2M ﹤0.01%
177,398
+65,127
1659
$33.2M ﹤0.01%
449,017
-77,751
1660
$33.1M ﹤0.01%
166,359
+222
1661
$33.1M ﹤0.01%
295,403
+58,487
1662
$33.1M ﹤0.01%
953,574
+11,575
1663
$33.1M ﹤0.01%
1,119,336
-292,049
1664
$33.1M ﹤0.01%
1,484,336
-132,497
1665
$33.1M ﹤0.01%
4,567,279
+351,548
1666
$33.1M ﹤0.01%
300,886
-157,950
1667
$33M ﹤0.01%
752,751
-2,050,522
1668
$33M ﹤0.01%
437,737
+159,021
1669
$33M ﹤0.01%
1,733,706
+1,075,655
1670
$33M ﹤0.01%
598,872
-96,144
1671
$33M ﹤0.01%
2,672,618
-99,549
1672
$33M ﹤0.01%
642,015
+150,637
1673
$32.9M ﹤0.01%
123,288
-3,976
1674
$32.8M ﹤0.01%
2,200,664
+9,162
1675
$32.8M ﹤0.01%
506,780
+244,520
65 66
67
68 69