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
1751
$29.6M ﹤0.01%
897,422
-52,653
1752
$29.6M ﹤0.01%
632,658
-17,756
1753
$29.6M ﹤0.01%
918,470
+628,374
1754
$29.5M ﹤0.01%
285,373
-19,538
1755
$29.5M ﹤0.01%
49,013
+2,021
1756
$29.5M ﹤0.01%
620,760
-130,081
1757
$29.4M ﹤0.01%
445,509
+107,993
1758
$29.4M ﹤0.01%
862,030
-89,267
1759
$29.4M ﹤0.01%
1,379,870
+15,330
1760
$29.4M ﹤0.01%
440,910
-707,267
1761
$29.3M ﹤0.01%
1,810,001
+43,398
1762
$29.3M ﹤0.01%
522,356
-10,694
1763
$29.3M ﹤0.01%
494,393
+150,646
1764
$29.1M ﹤0.01%
1,119,522
-140,914
1765
$29.1M ﹤0.01%
2,095,242
+520,581
1766
$29.1M ﹤0.01%
210,047
-173
1767
$29.1M ﹤0.01%
171,786
+11,717
1768
$29.1M ﹤0.01%
1,349,146
+120,634
1769
$29.1M ﹤0.01%
467,844
+256,977
1770
$29M ﹤0.01%
709,165
-152,683
1771
$29M ﹤0.01%
912,630
+218,895
1772
$29M ﹤0.01%
820,023
+26,041
1773
$28.9M ﹤0.01%
1,370,991
-200,959
1774
$28.9M ﹤0.01%
1,107,507
+266,001
1775
$28.9M ﹤0.01%
185,975
-6,147
69 70
71
72 73