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
2151
$19.8M ﹤0.01%
414,726
-826,618
2152
$19.7M ﹤0.01%
1,812,160
-648,615
2153
$19.7M ﹤0.01%
783,285
+18,733
2154
$19.7M ﹤0.01%
580,926
+382,998
2155
$19.7M ﹤0.01%
1,689,276
+270,682
2156
$19.7M ﹤0.01%
206,794
+69,357
2157
$19.6M ﹤0.01%
1,449,146
-598,747
2158
$19.6M ﹤0.01%
134,790
+52,815
2159
$19.6M ﹤0.01%
452,772
-2,012
2160
$19.6M ﹤0.01%
377,048
+42,071
2161
$19.6M ﹤0.01%
2,684,595
+2,317,024
2162
$19.6M ﹤0.01%
790,186
-14,503
2163
$19.6M ﹤0.01%
508,782
+141,364
2164
$19.6M ﹤0.01%
863,673
-109,862
2165
$19.6M ﹤0.01%
230,264
+22,908
2166
$19.6M ﹤0.01%
648,745
+15,918
2167
$19.6M ﹤0.01%
407,830
-14,275
2168
$19.5M ﹤0.01%
249,754
+4,315
2169
$19.5M ﹤0.01%
664,776
+30,041
2170
$19.5M ﹤0.01%
845,176
+54,613
2171
$19.5M ﹤0.01%
531,472
-107,433
2172
$19.5M ﹤0.01%
590,468
+63,428
2173
$19.5M ﹤0.01%
543,013
-94,711
2174
$19.4M ﹤0.01%
1,924,894
-379,427
2175
$19.4M ﹤0.01%
114,189
+52,058
85 86
87
88 89