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
1851
$27.1M ﹤0.01%
549,558
-71,162
1852
$27M ﹤0.01%
1,014,579
+579,835
1853
$27M ﹤0.01%
537,533
+138,611
1854
$27M ﹤0.01%
142,779
+81,859
1855
$26.9M ﹤0.01%
825,885
+86,878
1856
$26.9M ﹤0.01%
373,016
-133,393
1857
$26.9M ﹤0.01%
485,289
+16,743
1858
$26.8M ﹤0.01%
264,953
+78,905
1859
$26.8M ﹤0.01%
830,515
-62,184
1860
$26.8M ﹤0.01%
723,510
+268,490
1861
$26.8M ﹤0.01%
934,095
-445,214
1862
$26.7M ﹤0.01%
1,226,446
-1,001,270
1863
$26.7M ﹤0.01%
2,932,872
+2,201,675
1864
$26.7M ﹤0.01%
681,166
+43,635
1865
$26.6M ﹤0.01%
266,551
+54,076
1866
$26.6M ﹤0.01%
344,884
+234,634
1867
$26.5M ﹤0.01%
812,558
+75,527
1868
$26.5M ﹤0.01%
92,183
-32,995
1869
$26.5M ﹤0.01%
312,027
-49,732
1870
$26.4M ﹤0.01%
361,428
+127,375
1871
$26.4M ﹤0.01%
418,665
-150,333
1872
$26.4M ﹤0.01%
3,040,139
+929,309
1873
$26.3M ﹤0.01%
757,852
-20,640
1874
$26.3M ﹤0.01%
328,158
+10,270
1875
$26.3M ﹤0.01%
789,312
+124,111
73 74
75
76 77