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
1726
$30.6M ﹤0.01%
586,359
-97,476
1727
$30.6M ﹤0.01%
429,334
+106,431
1728
$30.5M ﹤0.01%
833,054
-12,109
1729
$30.5M ﹤0.01%
637,058
+149,045
1730
$30.5M ﹤0.01%
310,408
+153,345
1731
$30.5M ﹤0.01%
319,473
-162,768
1732
$30.4M ﹤0.01%
1,025,186
-1,781,691
1733
$30.4M ﹤0.01%
712,291
-51,146
1734
$30.3M ﹤0.01%
536,404
+55,858
1735
$30.3M ﹤0.01%
539,791
+294,532
1736
$30.2M ﹤0.01%
1,038,131
+989,885
1737
$30.2M ﹤0.01%
173,986
-7,275
1738
$30.2M ﹤0.01%
1,447,418
+933,746
1739
$30.2M ﹤0.01%
743,010
-265,660
1740
$30.1M ﹤0.01%
79,282
+43,816
1741
$30.1M ﹤0.01%
405,844
-63,268
1742
$30.1M ﹤0.01%
369,252
+7,023
1743
$30M ﹤0.01%
247,774
-39,028
1744
$30M ﹤0.01%
1,858,438
+27,861
1745
$29.8M ﹤0.01%
323,167
-174,930
1746
$29.8M ﹤0.01%
1,423,585
+804,917
1747
$29.7M ﹤0.01%
897,186
-539,940
1748
$29.7M ﹤0.01%
1,413,597
+344,564
1749
$29.6M ﹤0.01%
1,993,598
+75,613
1750
$29.6M ﹤0.01%
557,298
+88,599
68 69
70
71 72