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
2201
$19M ﹤0.01%
1,702,270
+125,136
2202
$19M ﹤0.01%
2,455,972
+893,884
2203
$19M ﹤0.01%
138,536
+10,723
2204
$19M ﹤0.01%
1,149,996
-67,468
2205
$19M ﹤0.01%
214,898
-194,058
2206
$19M ﹤0.01%
269,777
-10,579
2207
$19M ﹤0.01%
278,660
+40,985
2208
$19M ﹤0.01%
3,173,113
+1,606,343
2209
$19M ﹤0.01%
133,846
+7,330
2210
$19M ﹤0.01%
121,582
-514,444
2211
$18.9M ﹤0.01%
388,417
+77,904
2212
$18.9M ﹤0.01%
224,624
+7,360
2213
$18.9M ﹤0.01%
1,266,055
+203,029
2214
$18.9M ﹤0.01%
724,551
-63,924
2215
$18.9M ﹤0.01%
128,725
+28,592
2216
$18.9M ﹤0.01%
302,603
+65,590
2217
$18.9M ﹤0.01%
433,305
-116,261
2218
$18.7M ﹤0.01%
723,370
-182,118
2219
$18.7M ﹤0.01%
147,479
+30,156
2220
$18.7M ﹤0.01%
497,334
+5,183
2221
$18.7M ﹤0.01%
2,313,337
-317,938
2222
$18.7M ﹤0.01%
1,131,592
-18,510
2223
$18.7M ﹤0.01%
1,022,620
+127,802
2224
$18.7M ﹤0.01%
3,166,623
-242,256
2225
$18.6M ﹤0.01%
508,719
+228,555
87 88
89
90 91