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
2101
$20.5M ﹤0.01%
2,000,000
2102
$20.5M ﹤0.01%
288,195
+49,870
2103
$20.5M ﹤0.01%
646,671
+136,569
2104
$20.5M ﹤0.01%
126,200
-47,655
2105
$20.4M ﹤0.01%
506,941
+238,223
2106
$20.4M ﹤0.01%
248,536
-496,183
2107
$20.4M ﹤0.01%
60,527
+6,239
2108
$20.4M ﹤0.01%
121,392
+73,895
2109
$20.4M ﹤0.01%
196,867
+5,992
2110
$20.3M ﹤0.01%
620,717
+115,510
2111
$20.3M ﹤0.01%
1,935,722
+151,692
2112
$20.3M ﹤0.01%
129,811
+25,356
2113
$20.3M ﹤0.01%
268,250
+15,266
2114
$20.3M ﹤0.01%
272,598
+6,617
2115
$20.3M ﹤0.01%
448,784
+343,896
2116
$20.3M ﹤0.01%
1,292,881
+1,195,436
2117
$20.3M ﹤0.01%
134,712
+600
2118
$20.3M ﹤0.01%
+1,016,424
2119
$20.3M ﹤0.01%
100,024
+42,300
2120
$20.3M ﹤0.01%
108,728
+60,777
2121
$20.2M ﹤0.01%
197,999
-45,833
2122
$20.2M ﹤0.01%
1,285,149
-151,184
2123
$20.2M ﹤0.01%
1,257,134
-292,375
2124
$20.2M ﹤0.01%
384,431
-22,061
2125
$20.2M ﹤0.01%
851,287
+186,320
83 84
85
86 87