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
2176
$19.4M ﹤0.01%
408,040
+13,131
2177
$19.4M ﹤0.01%
790,883
-12,654
2178
$19.4M ﹤0.01%
238,076
-3,959
2179
$19.4M ﹤0.01%
1,533,842
-34,027
2180
$19.4M ﹤0.01%
237,146
-40,286
2181
$19.4M ﹤0.01%
216,641
-2,890
2182
$19.4M ﹤0.01%
979,644
+752,186
2183
$19.4M ﹤0.01%
262,484
+33,342
2184
$19.4M ﹤0.01%
149,245
-19,090
2185
$19.3M ﹤0.01%
662,917
+161,149
2186
$19.3M ﹤0.01%
89,649
+6,621
2187
$19.3M ﹤0.01%
437,045
-179,779
2188
$19.3M ﹤0.01%
150,196
+64,067
2189
$19.3M ﹤0.01%
1,127,148
-138,728
2190
$19.3M ﹤0.01%
156,361
+29,450
2191
$19.3M ﹤0.01%
164,669
+47,633
2192
$19.3M ﹤0.01%
638,744
+29,914
2193
$19.3M ﹤0.01%
344,279
+159,123
2194
$19.3M ﹤0.01%
365,124
+24,303
2195
$19.2M ﹤0.01%
237,177
-54,169
2196
$19.2M ﹤0.01%
1,055,855
+58,074
2197
$19.2M ﹤0.01%
528,669
+114,944
2198
$19.2M ﹤0.01%
837,255
+6,626
2199
$19.1M ﹤0.01%
582,801
-39,996
2200
$19.1M ﹤0.01%
481,985
+37,885
86 87
88
89 90