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
1901
$25.7M ﹤0.01%
292,776
-139,163
1902
$25.7M ﹤0.01%
966,698
+53,650
1903
$25.6M ﹤0.01%
457,151
-617,801
1904
$25.6M ﹤0.01%
892,946
-40,512
1905
$25.6M ﹤0.01%
3,053,251
+3,011,350
1906
$25.6M ﹤0.01%
4,107,817
-151,345
1907
$25.5M ﹤0.01%
1,609,588
+823,424
1908
$25.3M ﹤0.01%
299,165
+51,611
1909
$25.3M ﹤0.01%
631,907
-967
1910
$25.3M ﹤0.01%
1,134,056
+399,897
1911
$25.3M ﹤0.01%
1,639,648
+46,335
1912
$25.3M ﹤0.01%
156,355
+22,446
1913
$25.3M ﹤0.01%
462,903
-17,150
1914
$25.3M ﹤0.01%
404,796
+183,192
1915
$25.3M ﹤0.01%
282,191
-479,850
1916
$25.3M ﹤0.01%
749,177
+336,490
1917
$25.3M ﹤0.01%
267,827
+74
1918
$25.2M ﹤0.01%
1,471,521
+66,210
1919
$25.2M ﹤0.01%
560,863
+46,764
1920
$25.2M ﹤0.01%
209,080
-5,548
1921
$25.1M ﹤0.01%
366,024
+53,774
1922
$25M ﹤0.01%
596,226
+71,880
1923
$25M ﹤0.01%
4,814,239
+94,026
1924
$25M ﹤0.01%
379,966
+98,145
1925
$25M ﹤0.01%
1,149,082
+15,394
75 76
77
78 79