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
2051
$22M ﹤0.01%
2,127,433
+904,450
2052
$22M ﹤0.01%
424,543
-16,978
2053
$22M ﹤0.01%
286,803
-259,790
2054
$22M ﹤0.01%
654,167
+119,461
2055
$21.9M ﹤0.01%
2,285,647
+78,055
2056
$21.9M ﹤0.01%
86,344
+27,749
2057
$21.9M ﹤0.01%
1,955,790
+1,748,543
2058
$21.8M ﹤0.01%
158,907
+16,605
2059
$21.8M ﹤0.01%
473,040
+36,948
2060
$21.8M ﹤0.01%
337,967
-3,252
2061
$21.7M ﹤0.01%
327,865
+44,499
2062
$21.7M ﹤0.01%
513,668
-13,661
2063
$21.7M ﹤0.01%
2,244,465
-265,069
2064
$21.7M ﹤0.01%
378,226
-399,554
2065
$21.7M ﹤0.01%
426,060
+4,947
2066
$21.6M ﹤0.01%
393,625
+46,049
2067
$21.6M ﹤0.01%
731,857
+481,557
2068
$21.6M ﹤0.01%
309,738
+26,659
2069
$21.5M ﹤0.01%
571,105
-300,780
2070
$21.5M ﹤0.01%
112,150
+49,938
2071
$21.5M ﹤0.01%
1,512,616
+664,251
2072
$21.5M ﹤0.01%
154,515
-16,298
2073
$21.5M ﹤0.01%
1,018,796
+172,512
2074
$21.5M ﹤0.01%
1,865,136
-1,440,456
2075
$21.5M ﹤0.01%
419,120
+173,162
81 82
83
84 85