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
2251
$18.3M ﹤0.01%
724,598
-13,011
2252
$18.3M ﹤0.01%
165,018
+11,457
2253
$18.3M ﹤0.01%
117,366
+10,522
2254
$18.3M ﹤0.01%
410,677
+86,711
2255
$18.3M ﹤0.01%
1,322,683
-128,836
2256
$18.3M ﹤0.01%
338,633
+64,938
2257
$18.2M ﹤0.01%
876,416
-21,470
2258
$18.1M ﹤0.01%
296,801
+7,252
2259
$18.1M ﹤0.01%
313,040
+15,812
2260
$18.1M ﹤0.01%
524,912
+147,180
2261
$18.1M ﹤0.01%
640,985
-31,630
2262
$18.1M ﹤0.01%
353,301
+64,068
2263
$18.1M ﹤0.01%
614,729
+111,821
2264
$18M ﹤0.01%
610,105
+206,392
2265
$18M ﹤0.01%
521,780
-204,661
2266
$18M ﹤0.01%
117,109
+55,868
2267
$18M ﹤0.01%
122,054
+11,509
2268
$18M ﹤0.01%
991,285
+399,165
2269
$17.9M ﹤0.01%
105,503
-36,836
2270
$17.9M ﹤0.01%
1,098,596
-185,891
2271
$17.9M ﹤0.01%
140,713
-33,180
2272
$17.9M ﹤0.01%
861,104
+603,112
2273
$17.9M ﹤0.01%
285,313
+64,956
2274
$17.9M ﹤0.01%
163,310
+22,490
2275
$17.9M ﹤0.01%
1,705,958
+807,782
89 90
91
92 93