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
1676
$32.7M ﹤0.01%
564,808
+434,821
1677
$32.7M ﹤0.01%
3,242,689
-5,338
1678
$32.6M ﹤0.01%
3,895,547
+711,865
1679
$32.6M ﹤0.01%
170,688
+68,348
1680
$32.6M ﹤0.01%
404,067
-55,619
1681
$32.4M ﹤0.01%
632,383
-28,426
1682
$32.4M ﹤0.01%
37,556
-6,132
1683
$32.4M ﹤0.01%
724,005
+259,155
1684
$32.3M ﹤0.01%
149,598
+40,350
1685
$32.2M ﹤0.01%
3,115,945
-18,335
1686
$32.1M ﹤0.01%
2,052,487
-158,352
1687
$32.1M ﹤0.01%
336,623
+6,641
1688
$32.1M ﹤0.01%
741,698
+1,217
1689
$32.1M ﹤0.01%
1,016,209
+18,985
1690
$32M ﹤0.01%
758,893
-2,615,004
1691
$32M ﹤0.01%
411,608
-32,057
1692
$32M ﹤0.01%
6,098,358
+996,186
1693
$31.9M ﹤0.01%
1,789,800
+384,211
1694
$31.9M ﹤0.01%
778,982
-133,362
1695
$31.8M ﹤0.01%
286,348
+147,225
1696
$31.7M ﹤0.01%
1,290,803
-75,440
1697
$31.7M ﹤0.01%
408,761
-105,391
1698
$31.7M ﹤0.01%
344,285
+54,604
1699
$31.6M ﹤0.01%
138,883
+2,771
1700
$31.6M ﹤0.01%
189,736
+7,919
66 67
68
69 70