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
1801
$28.3M ﹤0.01%
336,725
+27,192
1802
$28.2M ﹤0.01%
863,710
-26,516
1803
$28.2M ﹤0.01%
326,501
+73,121
1804
$28.2M ﹤0.01%
7,180,593
+2,577,407
1805
$28.2M ﹤0.01%
615,141
+56,034
1806
$28.2M ﹤0.01%
1,598,545
+37,715
1807
$28.2M ﹤0.01%
1,614,974
-12,872
1808
$28.2M ﹤0.01%
391,872
-1,503
1809
$28.1M ﹤0.01%
150,689
+103
1810
$28.1M ﹤0.01%
284,147
+64,971
1811
$28.1M ﹤0.01%
471,369
+5,180
1812
$28.1M ﹤0.01%
186,273
+32,065
1813
$28.1M ﹤0.01%
349,262
+13,919
1814
$28M ﹤0.01%
1,732,945
+744,981
1815
$28M ﹤0.01%
496,617
+60,356
1816
$27.9M ﹤0.01%
254,398
+7,860
1817
$27.9M ﹤0.01%
573,995
+74,780
1818
$27.9M ﹤0.01%
259,339
+155,169
1819
$27.9M ﹤0.01%
800,800
-363,266
1820
$27.9M ﹤0.01%
198,547
-55,654
1821
$27.8M ﹤0.01%
3,439,334
+2,931,313
1822
$27.8M ﹤0.01%
826,050
-18,867
1823
$27.8M ﹤0.01%
706,831
+33,575
1824
$27.8M ﹤0.01%
1,006,220
-336,936
1825
$27.7M ﹤0.01%
2,119,741
+162,954
71 72
73
74 75